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 | $384,713 | $80,717+376.6% | $154,803+148.5% | $84,808+353.6% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 17.26% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $9,531 | $2,761+245.2% | $4,305+121.4% | $2,631+262.3% |
| Participant deferral / active EE | $7,083 | $3,303+114.4% | $5,540+27.8% | $4,212+68.2% |
| Admin fee / account holder | $10,818 | $6,746+60.4% | $14,329-24.5% | $7,344+47.3% |