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 | $296,666 | $100,041+196.5% | $149,718+98.2% | $70,131+323.0% |
| Participation rate | 94.5% | 83.6%+11.0pp | 87.1%+7.5pp | 69.5%+25.0pp |
| Annual return | 18.95% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $9,453 | $3,662+158.2% | $5,445+73.6% | $2,342+303.6% |
| Participant deferral / active EE | $14,166 | $4,983+184.3% | $6,569+115.7% | $3,332+325.2% |
| Admin fee / account holder | $19,505 | $8,286+135.4% | $11,283+72.9% | $4,645+319.9% |