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 | $323,003 | $81,208+297.7% | $98,907+226.6% | $79,858+304.5% |
| Participation rate | 94.1% | 72.5%+21.6pp | 76.0%+18.1pp | 69.6%+24.5pp |
| Annual return | 16.81% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,041 | $1,960+55.2% | $2,689+13.1% | $2,471+23.1% |
| Participant deferral / active EE | $6,134 | $3,265+87.9% | $4,244+44.5% | $3,740+64.0% |
| Admin fee / account holder | $703 | $6,013-88.3% | $6,642-89.4% | $5,306-86.8% |