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 | $420,551 | $80,717+421.0% | $154,803+171.7% | $84,808+395.9% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 15.58% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,501 | $2,761+99.2% | $4,305+27.8% | $2,631+109.1% |
| Participant deferral / active EE | $11,031 | $3,303+234.0% | $5,540+99.1% | $4,212+161.9% |
| Admin fee / account holder | $46,769 | $6,746+593.3% | $14,329+226.4% | $7,344+536.9% |