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 | $273,611 | $58,927+364.3% | $76,817+256.2% | $72,985+274.9% |
| Participation rate | 96.2% | 67.3%+28.8pp | 72.1%+24.1pp | 69.5%+26.7pp |
| Annual return | 22.20% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $690 | $1,787-61.4% | $2,302-70.0% | $2,440-71.7% |
| Participant deferral / active EE | $7,661 | $2,690+184.7% | $3,336+129.7% | $3,607+112.4% |
| Admin fee / account holder | $10,619 | $4,013+164.6% | $6,420+65.4% | $5,124+107.2% |