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 | $305,894 | $95,803+219.3% | $113,168+170.3% | $84,808+260.7% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 16.32% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,574 | $2,360-33.3% | $2,975-47.1% | $2,631-40.2% |
| Participant deferral / active EE | $9,252 | $4,242+118.1% | $5,107+81.2% | $4,212+119.7% |
| Admin fee / account holder | $69,628 | $8,989+674.6% | $12,068+477.0% | $7,344+848.1% |