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 | $316,804 | $148,978+112.7% | $200,582+57.9% | $84,808+273.6% |
| Participation rate | 93.0% | 84.2%+8.8pp | 86.9%+6.1pp | 68.3%+24.7pp |
| Annual return | 16.95% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,101 | $4,815+109.8% | $6,419+57.4% | $2,631+283.9% |
| Participant deferral / active EE | $14,023 | $7,142+96.3% | $9,331+50.3% | $4,212+233.0% |
| Admin fee / account holder | $24,215 | $13,977+73.2% | $16,305+48.5% | $7,344+229.7% |