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 | $320,652 | $82,032+290.9% | $123,104+160.5% | $59,632+437.7% |
| Participation rate | 97.3% | 83.2%+14.1pp | 86.8%+10.6pp | 68.7%+28.7pp |
| Annual return | 1.40% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $14,242 | $3,297+332.0% | $5,151+176.5% | $2,203+546.6% |
| Participant deferral / active EE | $8,041 | $4,667+72.3% | $6,230+29.1% | $3,192+151.9% |
| Admin fee / account holder | $4,241 | $5,881-27.9% | $9,015-53.0% | $4,297-1.3% |