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 | $329,835 | $138,347+138.4% | $184,203+79.1% | $80,856+307.9% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 17.24% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $12,123 | $4,850+149.9% | $6,427+88.6% | $2,755+340.1% |
| Participant deferral / active EE | $21,704 | $7,071+206.9% | $9,131+137.7% | $4,296+405.2% |
| Admin fee / account holder | $8,785 | $10,483-16.2% | $13,901-36.8% | $6,918+27.0% |