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 | $285,426 | $65,365+336.7% | $92,893+207.3% | $72,985+291.1% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 23.84% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $7,306 | $2,594+181.6% | $3,653+100.0% | $2,440+199.4% |
| Participant deferral / active EE | $7,597 | $3,128+142.8% | $4,236+79.3% | $3,607+110.6% |
| Admin fee / account holder | $3,318 | $4,251-22.0% | $5,794-42.7% | $5,124-35.3% |