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 | $383,171 | $109,881+248.7% | $150,045+155.4% | $84,808+351.8% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 17.60% | 28.25%-10.6pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $10,522 | $3,561+195.5% | $4,693+124.2% | $2,631+299.9% |
| Participant deferral / active EE | $11,306 | $6,636+70.4% | $7,997+41.4% | $4,212+168.4% |
| Admin fee / account holder | $2,322 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |