See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,033 | $86,929+256.6% | $102,423+202.7% | $80,856+283.4% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.6%+27.5pp |
| Annual return | 14.04% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,265 | $2,369+37.8% | $3,023+8.0% | $2,755+18.5% |
| Participant deferral / active EE | $5,549 | $4,118+34.7% | $5,053+9.8% | $4,296+29.2% |
| Admin fee / account holder | $29,661 | $8,049+268.5% | $9,451+213.8% | $6,918+328.8% |