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 | $293,074 | $109,881+166.7% | $150,045+95.3% | $84,808+245.6% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 14.85% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $10,161 | $3,561+185.3% | $4,693+116.5% | $2,631+286.2% |
| Participant deferral / active EE | $10,634 | $6,636+60.2% | $7,997+33.0% | $4,212+152.5% |
| Admin fee / account holder | $32,925 | $8,568+284.3% | $13,435+145.1% | $7,344+348.3% |