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 | $355,762 | $93,571+280.2% | $135,903+161.8% | $75,163+373.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 17.33% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $9,306 | $3,537+163.1% | $4,856+91.6% | $2,670+248.5% |
| Participant deferral / active EE | $10,396 | $6,404+62.3% | $7,758+34.0% | $4,125+152.0% |
| Admin fee / account holder | $51,307 | $6,975+635.5% | $10,762+376.7% | $5,651+807.9% |