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 | $366,596 | $78,705+365.8% | $117,854+211.1% | $70,131+422.7% |
| Participation rate | 88.1% | 73.2%+14.9pp | 79.7%+8.4pp | 69.5%+18.6pp |
| Annual return | 14.53% | 23.30%-8.8pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $856 | $2,223-61.5% | $3,786-77.4% | $2,342-63.5% |
| Participant deferral / active EE | $7,589 | $3,297+130.2% | $4,482+69.3% | $3,332+127.8% |
| Admin fee / account holder | $13,335 | $5,065+163.3% | $8,020+66.3% | $4,645+187.1% |