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 | $347,098 | $89,355+288.5% | $141,162+145.9% | $72,985+375.6% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 22.27% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $6,467 | $3,114+107.6% | $4,735+36.6% | $2,440+165.1% |
| Participant deferral / active EE | $16,724 | $5,418+208.7% | $6,709+149.3% | $3,607+363.6% |
| Admin fee / account holder | $10,701 | $5,958+79.6% | $10,261+4.3% | $5,124+108.8% |