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 | $378,068 | $90,674+317.0% | $96,707+290.9% | $82,448+358.6% |
| Participation rate | 97.0% | 75.9%+21.0pp | 80.4%+16.6pp | 68.1%+28.9pp |
| Annual return | 18.51% | 49.05%-30.5pp | 34.78%-16.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $6,478 | $3,975+63.0% | $4,191+54.6% | $2,551+153.9% |
| Participant deferral / active EE | $13,766 | $5,696+141.7% | $5,997+129.6% | $4,139+232.6% |
| Admin fee / account holder | $7,798 | $7,568+3.0% | $7,503+3.9% | $7,234+7.8% |