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 | $365,836 | $227,396+60.9% | $442,409-17.3% | $116,875+213.0% |
| Participation rate | 96.9% | 85.7%+11.1pp | 88.0%+8.9pp | 74.5%+22.3pp |
| Annual return | 19.20% | 16.35%+2.9pp | 90.53%-71.3pp | 16.29%+2.9pp |
| Employer contribution / active EE | $6,211 | $5,244+18.4% | $7,697-19.3% | $3,288+88.9% |
| Participant deferral / active EE | $14,182 | $7,352+92.9% | $7,555+87.7% | $3,885+265.1% |
| Admin fee / account holder | $13,287 | $16,310-18.5% | $51,603-74.3% | $12,263+8.4% |