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 | $318,577 | $77,896+309.0% | $134,172+137.4% | $82,448+286.4% |
| Participation rate | 98.8% | 62.8%+36.0pp | 72.5%+26.3pp | 68.1%+30.7pp |
| Annual return | 12.89% | 18.21%-5.3pp | 25.30%-12.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $7,765 | $2,159+259.6% | $3,420+127.0% | $2,551+204.4% |
| Participant deferral / active EE | $10,576 | $3,162+234.5% | $4,690+125.5% | $4,139+155.5% |
| Admin fee / account holder | $722 | $6,336-88.6% | $12,016-94.0% | $7,234-90.0% |