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 | $297,558 | $98,750+201.3% | $149,696+98.8% | $79,858+272.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 17.89% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $10,388 | $3,216+223.0% | $4,644+123.7% | $2,471+320.4% |
| Participant deferral / active EE | $11,292 | $5,680+98.8% | $6,842+65.1% | $3,740+201.9% |
| Admin fee / account holder | $1,539 | $6,053-74.6% | $9,309-83.5% | $5,306-71.0% |