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 | $409,743 | $80,717+407.6% | $154,803+164.7% | $84,808+383.1% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.2pp | 68.3%+29.9pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $9,209 | $2,761+233.5% | $4,305+113.9% | $2,631+250.0% |
| Participant deferral / active EE | $6,201 | $3,303+87.7% | $5,540+11.9% | $4,212+47.2% |
| Admin fee / account holder | $4,994 | $6,746-26.0% | $14,329-65.2% | $7,344-32.0% |