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 | $400,644 | $59,839+569.5% | $81,983+388.7% | $79,858+401.7% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.2%+27.9pp | 69.6%+27.5pp |
| Annual return | 14.12% | 17.56%-3.4pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,028 | $1,713+193.4% | $2,498+101.3% | $2,471+103.5% |
| Participant deferral / active EE | $11,037 | $2,695+309.5% | $3,722+196.5% | $3,740+195.1% |
| Admin fee / account holder | $949 | $4,287-77.9% | $5,664-83.2% | $5,306-82.1% |