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 | $408,833 | $91,037+349.1% | $71,671+470.4% | $147,584+177.0% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 13.99% | 20.48%-6.5pp | 20.65%-6.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $11,129 | $3,327+234.5% | $2,460+352.4% | $4,876+128.2% |
| Participant deferral / active EE | $10,836 | $4,498+140.9% | $3,438+215.2% | $5,439+99.2% |
| Admin fee / account holder | $46,546 | $8,613+440.4% | $5,558+737.4% | $10,885+327.6% |