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 | $370,428 | $106,749+247.0% | $145,433+154.7% | $82,448+349.3% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.5pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $8,152 | $3,444+136.7% | $4,554+79.0% | $2,551+219.6% |
| Participant deferral / active EE | $11,371 | $6,519+74.4% | $7,897+44.0% | $4,139+174.7% |
| Admin fee / account holder | $11,871 | $8,390+41.5% | $13,129-9.6% | $7,234+64.1% |