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 | $438,633 | $95,453+359.5% | $112,040+291.5% | $82,448+432.0% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 14.26% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $22,414 | $2,318+867.0% | $2,954+658.8% | $2,551+778.6% |
| Participant deferral / active EE | $3,967 | $4,224-6.1% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $36,397 | $9,013+303.8% | $12,098+200.8% | $7,234+403.1% |