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 | $467,067 | $109,413+326.9% | $156,263+198.9% | $84,808+450.7% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.3pp |
| Annual return | 13.03% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,466 | $2,907+19.2% | $4,333-20.0% | $2,631+31.7% |
| Participant deferral / active EE | $13,303 | $4,590+189.8% | $6,158+116.0% | $4,212+215.9% |
| Admin fee / account holder | $20,077 | $9,357+114.6% | $14,255+40.8% | $7,344+173.4% |