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 | $365,929 | $99,985+266.0% | $146,665+149.5% | $85,850+326.2% |
| Participation rate | 97.7% | 73.1%+24.6pp | 80.1%+17.6pp | 69.3%+28.4pp |
| Annual return | 13.71% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $5,644 | $2,559+120.6% | $4,136+36.5% | $2,565+120.0% |
| Participant deferral / active EE | $6,479 | $4,006+61.7% | $5,506+17.7% | $3,952+64.0% |
| Admin fee / account holder | $69,895 | $7,702+807.5% | $10,280+579.9% | $6,260+1016.6% |