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 | $425,291 | $89,355+376.0% | $141,162+201.3% | $72,985+482.7% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 21.75% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $16,494 | $3,114+429.6% | $4,735+248.3% | $2,440+576.0% |
| Participant deferral / active EE | $9,920 | $5,418+83.1% | $6,709+47.9% | $3,607+175.0% |
| Admin fee / account holder | $4,338 | $5,958-27.2% | $10,261-57.7% | $5,124-15.3% |