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 | $342,124 | $83,477+309.8% | $125,175+173.3% | $72,985+368.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.5%+26.8pp |
| Annual return | 21.20% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,165 | $2,345+120.2% | $3,865+33.6% | $2,440+111.7% |
| Participant deferral / active EE | $10,273 | $3,585+186.5% | $4,937+108.1% | $3,607+184.8% |
| Admin fee / account holder | $702 | $5,517-87.3% | $9,702-92.8% | $5,124-86.3% |