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 | $325,566 | $82,882+292.8% | $127,761+154.8% | $72,985+346.1% |
| Participation rate | 96.6% | 71.5%+25.0pp | 79.0%+17.6pp | 69.5%+27.1pp |
| Annual return | 23.54% | 32.20%-8.7pp | 26.14%-2.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $13,800 | $3,346+312.4% | $4,574+201.7% | $2,440+465.6% |
| Participant deferral / active EE | $9,367 | $4,791+95.5% | $6,021+55.6% | $3,607+159.6% |
| Admin fee / account holder | $6,804 | $6,487+4.9% | $9,395-27.6% | $5,124+32.8% |