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 | $267,029 | $85,022+214.1% | $70,515+278.7% | $139,434+91.5% |
| Participation rate | 95.8% | 73.9%+21.9pp | 68.3%+27.5pp | 80.3%+15.5pp |
| Annual return | 16.76% | 30.38%-13.6pp | 32.77%-16.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,628 | $3,909-32.8% | $2,973-11.6% | $4,751-44.7% |
| Participant deferral / active EE | $6,597 | $5,890+12.0% | $4,567+44.5% | $6,710-1.7% |
| Admin fee / account holder | $26,733 | $8,906+200.2% | $6,412+316.9% | $11,403+134.4% |