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 | $286,718 | $81,460+252.0% | $103,333+177.5% | $80,856+254.6% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+27.0pp |
| Annual return | 14.23% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,648 | $3,105+146.3% | $3,868+97.7% | $2,755+177.6% |
| Participant deferral / active EE | $10,790 | $3,869+178.9% | $5,057+113.3% | $4,296+151.2% |
| Admin fee / account holder | $396 | $6,566-94.0% | $8,355-95.3% | $6,918-94.3% |