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 | $540,197 | $76,552+605.7% | $123,892+336.0% | $62,891+758.9% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 8.36% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $15,944 | $2,883+453.1% | $4,617+245.3% | $2,281+599.0% |
| Participant deferral / active EE | $8,051 | $4,840+66.3% | $5,984+34.5% | $3,203+151.4% |
| Admin fee / account holder | $14,492 | $4,826+200.3% | $8,357+73.4% | $4,296+237.4% |