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 | $332,776 | $148,534+124.0% | $135,903+144.9% | $139,434+138.7% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.67% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $31,974 | $5,243+509.8% | $4,856+558.4% | $4,751+573.0% |
| Participant deferral / active EE | $22,581 | $8,100+178.8% | $7,758+191.1% | $6,710+236.5% |
| Admin fee / account holder | $3,753 | $12,400-69.7% | $10,762-65.1% | $11,403-67.1% |