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 | $265,265 | $81,248+226.5% | $155,509+70.6% | $80,856+228.1% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 16.71% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $7,407 | $3,100+138.9% | $4,672+58.5% | $2,755+168.9% |
| Participant deferral / active EE | $7,066 | $3,452+104.7% | $5,626+25.6% | $4,296+64.5% |
| Admin fee / account holder | $49,747 | $7,997+522.1% | $15,912+212.6% | $6,918+619.1% |