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 | $308,862 | $107,452+187.4% | $91,541+237.4% | $142,382+116.9% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.8%+24.0pp | 80.1%+13.6pp |
| Annual return | 18.74% | 22.06%-3.3pp | 20.50%-1.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $18,996 | $2,994+534.4% | $2,505+658.4% | $4,299+341.9% |
| Participant deferral / active EE | $12,795 | $4,754+169.1% | $4,008+219.3% | $6,507+96.6% |
| Admin fee / account holder | $1,082 | $8,834-87.8% | $6,956-84.4% | $12,624-91.4% |