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 | $479,503 | $95,416+402.5% | $185,823+158.0% | $85,850+458.5% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 11.68% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $15,657 | $3,314+372.5% | $5,167+203.0% | $2,565+510.4% |
| Participant deferral / active EE | $16,264 | $3,423+375.1% | $5,568+192.1% | $3,952+311.6% |
| Admin fee / account holder | $3,631 | $7,213-49.7% | $16,237-77.6% | $6,260-42.0% |