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 | $298,162 | $72,492+311.3% | $87,100+242.3% | $72,985+308.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 21.14% | 24.46%-3.3pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,530 | $1,894+192.0% | $2,521+119.3% | $2,440+126.6% |
| Participant deferral / active EE | $11,562 | $3,270+253.6% | $4,049+185.6% | $3,607+220.5% |
| Admin fee / account holder | $15,886 | $5,055+214.3% | $7,497+111.9% | $5,124+210.0% |