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 | $385,759 | $83,477+362.1% | $125,175+208.2% | $72,985+428.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.5%+27.8pp |
| Annual return | 19.05% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,004 | $2,345-57.2% | $3,865-74.0% | $2,440-58.8% |
| Participant deferral / active EE | $10,904 | $3,585+204.1% | $4,937+120.9% | $3,607+202.3% |
| Admin fee / account holder | $23,619 | $5,517+328.1% | $9,702+143.4% | $5,124+360.9% |