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 | $491,171 | $82,882+492.6% | $127,761+284.4% | $72,985+573.0% |
| Participation rate | 93.5% | 71.5%+22.0pp | 79.0%+14.5pp | 69.5%+24.0pp |
| Annual return | 17.64% | 32.20%-14.6pp | 26.14%-8.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $15,864 | $3,346+374.1% | $4,574+246.8% | $2,440+550.2% |
| Participant deferral / active EE | $17,112 | $4,791+257.2% | $6,021+184.2% | $3,607+374.3% |
| Admin fee / account holder | $7,972 | $6,487+22.9% | $9,395-15.2% | $5,124+55.6% |