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 | $370,831 | $81,248+356.4% | $155,509+138.5% | $80,856+358.6% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 14.53% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $9,673 | $3,100+212.0% | $4,672+107.0% | $2,755+251.1% |
| Participant deferral / active EE | $12,934 | $3,452+274.7% | $5,626+129.9% | $4,296+201.1% |
| Admin fee / account holder | $89,397 | $7,997+1017.9% | $15,912+461.8% | $6,918+1192.2% |