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 | $416,718 | $106,749+290.4% | $145,433+186.5% | $82,448+405.4% |
| Participation rate | 90.2% | 75.6%+14.6pp | 82.1%+8.1pp | 68.1%+22.2pp |
| Annual return | 14.65% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $11,496 | $3,444+233.8% | $4,554+152.4% | $2,551+350.7% |
| Participant deferral / active EE | $9,242 | $6,519+41.8% | $7,897+17.0% | $4,139+123.3% |
| Admin fee / account holder | $25,326 | $8,390+201.9% | $13,129+92.9% | $7,234+250.1% |