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 | $386,206 | $76,000+408.2% | $154,107+150.6% | $64,186+501.7% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | 10.33% | 30.32%-20.0pp | 735.12%-724.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $10,840 | $3,351+223.5% | $5,298+104.6% | $2,381+355.3% |
| Participant deferral / active EE | $8,144 | $3,175+156.5% | $5,081+60.3% | $3,470+134.7% |
| Admin fee / account holder | $8,594 | $5,596+53.6% | $13,411-35.9% | $4,888+75.8% |