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 | $402,979 | $60,022+571.4% | $88,946+353.1% | $84,808+375.2% |
| Participation rate | 70.0% | 57.8%+12.2pp | 68.8%+1.2pp | 68.3%+1.7pp |
| Annual return | 17.25% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,098 | $1,703+199.4% | $2,555+99.5% | $2,631+93.8% |
| Participant deferral / active EE | $11,838 | $3,114+280.2% | $4,581+158.4% | $4,212+181.1% |
| Admin fee / account holder | $5,779 | $4,811+20.1% | $8,261-30.0% | $7,344-21.3% |