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 | $326,202 | $85,202+282.9% | $172,739+88.8% | $72,985+346.9% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 17.43% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $16,359 | $3,324+392.1% | $5,143+218.1% | $2,440+570.5% |
| Participant deferral / active EE | $13,286 | $3,260+307.5% | $5,198+155.6% | $3,607+268.3% |
| Admin fee / account holder | $10,459 | $5,884+77.8% | $13,954-25.0% | $5,124+104.1% |