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 | $581,419 | $89,355+550.7% | $141,162+311.9% | $72,985+696.6% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 19.73% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $879 | $3,114-71.8% | $4,735-81.4% | $2,440-64.0% |
| Participant deferral / active EE | $9,790 | $5,418+80.7% | $6,709+45.9% | $3,607+171.4% |
| Admin fee / account holder | $17,582 | $5,958+195.1% | $10,261+71.3% | $5,124+243.1% |