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 | $380,180 | $83,477+355.4% | $125,175+203.7% | $72,985+420.9% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 21.78% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $24,063 | $2,345+926.1% | $3,865+522.5% | $2,440+886.3% |
| Participant deferral / active EE | $10,725 | $3,585+199.1% | $4,937+117.3% | $3,607+197.3% |
| Admin fee / account holder | $30,941 | $5,517+460.8% | $9,702+218.9% | $5,124+503.8% |