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 | $317,537 | $78,705+303.5% | $117,854+169.4% | $70,131+352.8% |
| Participation rate | 97.7% | 73.2%+24.5pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 18.09% | 23.30%-5.2pp | 335.08%-317.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,645 | $2,223+63.9% | $3,786-3.7% | $2,342+55.6% |
| Participant deferral / active EE | $10,097 | $3,297+206.2% | $4,482+125.3% | $3,332+203.1% |
| Admin fee / account holder | $5,954 | $5,065+17.6% | $8,020-25.8% | $4,645+28.2% |