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 | $293,829 | $81,248+261.6% | $155,509+88.9% | $80,856+263.4% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 11.65% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $29,181 | $3,100+841.2% | $4,672+524.5% | $2,755+959.3% |
| Participant deferral / active EE | $11,736 | $3,452+240.0% | $5,626+108.6% | $4,296+173.2% |
| Admin fee / account holder | $92,028 | $7,997+1050.7% | $15,912+478.4% | $6,918+1230.3% |