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 | $613,221 | $78,672+679.5% | $109,143+461.9% | $85,850+614.3% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 12.44% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $25,254 | $2,735+823.5% | $3,722+578.5% | $2,565+884.5% |
| Participant deferral / active EE | $8,662 | $3,467+149.8% | $4,653+86.2% | $3,952+119.2% |
| Admin fee / account holder | $4,384 | $5,469-19.8% | $6,752-35.1% | $6,260-30.0% |