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 | $390,534 | $77,813+401.9% | $123,544+216.1% | $64,186+508.4% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.3pp |
| Annual return | 0.94% | 12.48%-11.5pp | 119.20%-118.3pp | 7.63%-6.7pp |
| Employer contribution / active EE | $15,260 | $3,014+406.3% | $4,628+229.7% | $2,381+540.9% |
| Participant deferral / active EE | $12,801 | $5,240+144.3% | $6,426+99.2% | $3,470+269.0% |
| Admin fee / account holder | $6,780 | $5,519+22.9% | $9,284-27.0% | $4,888+38.7% |