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 | $353,495 | $109,359+223.2% | $162,163+118.0% | $72,985+384.3% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.7pp |
| Annual return | 22.68% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $11,005 | $3,907+181.6% | $5,614+96.0% | $2,440+351.1% |
| Participant deferral / active EE | $9,543 | $5,481+74.1% | $7,298+30.8% | $3,607+164.5% |
| Admin fee / account holder | $1,417 | $7,972-82.2% | $10,843-86.9% | $5,124-72.3% |