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 | $318,482 | $109,881+189.8% | $150,045+112.3% | $84,808+275.5% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 16.03% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $11,284 | $3,561+216.9% | $4,693+140.4% | $2,631+328.9% |
| Participant deferral / active EE | $19,361 | $6,636+191.8% | $7,997+142.1% | $4,212+359.7% |
| Admin fee / account holder | $13,617 | $8,568+58.9% | $13,435+1.4% | $7,344+85.4% |