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 | $430,419 | $181,894+136.6% | $156,549+174.9% | $273,961+57.1% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 7.69% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $22,430 | $6,248+259.0% | $5,501+307.7% | $4,869+360.7% |
| Participant deferral / active EE | $13,169 | $5,550+137.3% | $4,871+170.4% | $5,287+149.1% |
| Admin fee / account holder | $8,625 | $15,559-44.6% | $13,027-33.8% | $10,132-14.9% |