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 | $476,749 | $105,856+350.4% | $285,549+67.0% | $116,875+307.9% |
| Participation rate | 93.0% | 68.4%+24.6pp | 83.2%+9.8pp | 74.5%+18.4pp |
| Annual return | 27.01% | 16.47%+10.5pp | 7.15%+19.9pp | 16.29%+10.7pp |
| Employer contribution / active EE | $17,237 | $2,968+480.8% | $5,022+243.2% | $3,288+424.3% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,549-100.0% | $3,885-100.0% |
| Admin fee / account holder | $36,624 | $7,416+393.9% | $13,934+162.8% | $12,263+198.7% |