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 | $303,266 | $106,749+184.1% | $145,433+108.5% | $82,448+267.8% |
| Participation rate | 84.4% | 75.6%+8.7pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 18.20% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $981 | $3,444-71.5% | $4,554-78.5% | $2,551-61.5% |
| Participant deferral / active EE | $13,176 | $6,519+102.1% | $7,897+66.8% | $4,139+218.3% |
| Admin fee / account holder | $30,675 | $8,390+265.6% | $13,129+133.6% | $7,234+324.0% |