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 | $489,828 | $86,929+463.5% | $102,423+378.2% | $80,856+505.8% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 15.35% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,010 | $2,369+238.1% | $3,023+164.9% | $2,755+190.8% |
| Participant deferral / active EE | $14,417 | $4,118+250.0% | $5,053+185.3% | $4,296+235.6% |
| Admin fee / account holder | $672 | $8,049-91.7% | $9,451-92.9% | $6,918-90.3% |