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 | $430,984 | $81,248+430.5% | $155,509+177.1% | $80,856+433.0% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 19.73% | 33.31%-13.6pp | 64.67%-44.9pp | 35.59%-15.9pp |
| Employer contribution / active EE | $22,201 | $3,100+616.1% | $4,672+375.2% | $2,755+705.9% |
| Participant deferral / active EE | $17,541 | $3,452+408.2% | $5,626+211.8% | $4,296+308.3% |
| Admin fee / account holder | $54,088 | $7,997+576.3% | $15,912+239.9% | $6,918+681.8% |