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 | $320,156 | $105,181+204.4% | $159,436+100.8% | $85,850+272.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 17.69% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $6,792 | $3,318+104.7% | $4,829+40.6% | $2,565+164.8% |
| Participant deferral / active EE | $11,917 | $5,945+100.5% | $7,352+62.1% | $3,952+201.6% |
| Admin fee / account holder | $15,354 | $6,933+121.5% | $10,799+42.2% | $6,260+145.3% |