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 | $281,164 | $67,606+315.9% | $82,313+241.6% | $70,131+300.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 17.57% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $12,709 | $1,755+624.2% | $2,428+423.4% | $2,342+442.6% |
| Participant deferral / active EE | $6,773 | $2,987+126.8% | $3,706+82.8% | $3,332+103.3% |
| Admin fee / account holder | $23,872 | $4,512+429.1% | $5,608+325.7% | $4,645+413.9% |