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 | $452,730 | $72,277+526.4% | $101,248+347.1% | $79,858+466.9% |
| Participation rate | 91.3% | 68.5%+22.8pp | 75.8%+15.5pp | 69.6%+21.7pp |
| Annual return | 16.30% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $9,021 | $2,692+235.1% | $3,660+146.5% | $2,471+265.1% |
| Participant deferral / active EE | $11,788 | $3,282+259.2% | $4,370+169.8% | $3,740+215.2% |
| Admin fee / account holder | $25,557 | $4,400+480.8% | $5,945+329.9% | $5,306+381.6% |