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 | $337,762 | $89,355+278.0% | $141,162+139.3% | $72,985+362.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 19.09% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,545 | $3,114-50.4% | $4,735-67.4% | $2,440-36.7% |
| Participant deferral / active EE | $5,055 | $5,418-6.7% | $6,709-24.6% | $3,607+40.1% |
| Admin fee / account holder | $7,428 | $5,958+24.7% | $10,261-27.6% | $5,124+45.0% |