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 | $471,413 | $80,717+484.0% | $154,803+204.5% | $84,808+455.9% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 16.31% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,917 | $2,761+41.9% | $4,305-9.0% | $2,631+48.9% |
| Participant deferral / active EE | $4,513 | $3,303+36.6% | $5,540-18.5% | $4,212+7.2% |
| Admin fee / account holder | $11,094 | $6,746+64.5% | $14,329-22.6% | $7,344+51.1% |