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 | $93,170+305.8% | $100,534+276.1% | $84,808+345.8% |
| Participation rate | 97.0% | 75.8%+21.1pp | 80.6%+16.4pp | 68.3%+28.7pp |
| Annual return | 18.51% | 47.13%-28.6pp | 32.66%-14.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $6,478 | $3,985+62.6% | $4,346+49.0% | $2,631+146.2% |
| Participant deferral / active EE | $13,766 | $5,699+141.6% | $6,144+124.1% | $4,212+226.9% |
| Admin fee / account holder | $7,798 | $7,382+5.6% | $7,654+1.9% | $7,344+6.2% |