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 | $256,724 | $78,422+227.4% | $95,952+167.6% | $79,858+221.5% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 14.20% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,275 | $1,945+171.2% | $2,541+107.6% | $2,471+113.5% |
| Participant deferral / active EE | $11,326 | $3,440+229.3% | $4,167+171.8% | $3,740+202.8% |
| Admin fee / account holder | $51,797 | $5,622+821.3% | $6,795+662.2% | $5,306+876.1% |