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 | $446,644 | $84,233+430.3% | $170,442+162.1% | $70,131+536.9% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 16.83% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $26,281 | $3,387+675.9% | $5,433+383.8% | $2,342+1021.9% |
| Participant deferral / active EE | $16,467 | $3,086+433.7% | $4,939+233.4% | $3,332+394.3% |
| Admin fee / account holder | $3,799 | $5,698-33.3% | $13,880-72.6% | $4,645-18.2% |