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 | $623,007 | $109,413+469.4% | $156,263+298.7% | $84,808+634.6% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.4pp |
| Annual return | 15.99% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $871 | $2,907-70.1% | $4,333-79.9% | $2,631-66.9% |
| Participant deferral / active EE | $9,745 | $4,590+112.3% | $6,158+58.2% | $4,212+131.4% |
| Admin fee / account holder | $13,332 | $9,357+42.5% | $14,255-6.5% | $7,344+81.5% |