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 | $328,019 | $89,355+267.1% | $141,162+132.4% | $72,985+349.4% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 21.79% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $10,751 | $3,114+245.2% | $4,735+127.0% | $2,440+340.6% |
| Participant deferral / active EE | $11,528 | $5,418+112.8% | $6,709+71.8% | $3,607+219.6% |
| Admin fee / account holder | $5,161 | $5,958-13.4% | $10,261-49.7% | $5,124+0.7% |