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 | $433,381 | $65,365+563.0% | $92,893+366.5% | $72,985+493.8% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 23.70% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $10,011 | $2,594+285.9% | $3,653+174.1% | $2,440+310.3% |
| Participant deferral / active EE | $6,453 | $3,128+106.3% | $4,236+52.3% | $3,607+78.9% |
| Admin fee / account holder | $8,039 | $4,251+89.1% | $5,794+38.8% | $5,124+56.9% |