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 | $528,183 | $123,793+326.7% | $177,821+197.0% | $79,858+561.4% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 16.81% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $9,700 | $4,095+136.9% | $5,918+63.9% | $2,471+292.6% |
| Participant deferral / active EE | $13,570 | $5,956+127.8% | $7,714+75.9% | $3,740+262.8% |
| Admin fee / account holder | $13,192 | $7,243+82.2% | $12,427+6.2% | $5,306+148.6% |