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 | $343,360 | $95,416+259.9% | $185,823+84.8% | $85,850+300.0% |
| Participation rate | 90.5% | 68.8%+21.7pp | 81.7%+8.8pp | 69.3%+21.2pp |
| Annual return | 18.01% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $6,517 | $3,314+96.7% | $5,167+26.1% | $2,565+154.1% |
| Participant deferral / active EE | $4,579 | $3,423+33.8% | $5,568-17.8% | $3,952+15.9% |
| Admin fee / account holder | $23,717 | $7,213+228.8% | $16,237+46.1% | $6,260+278.9% |