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 | $354,917 | $89,355+297.2% | $141,162+151.4% | $72,985+386.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 22.26% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $11,562 | $3,114+271.2% | $4,735+144.2% | $2,440+373.9% |
| Participant deferral / active EE | $6,258 | $5,418+15.5% | $6,709-6.7% | $3,607+73.5% |
| Admin fee / account holder | $2,025 | $5,958-66.0% | $10,261-80.3% | $5,124-60.5% |