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 | $345,774 | $73,933+367.7% | $96,683+257.6% | $75,163+360.0% |
| Participation rate | 88.4% | 66.4%+22.0pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | 14.41% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $14,378 | $2,928+391.1% | $3,737+284.8% | $2,670+438.5% |
| Participant deferral / active EE | $8,404 | $3,659+129.7% | $4,878+72.3% | $4,125+103.7% |
| Admin fee / account holder | $64,573 | $5,216+1137.9% | $6,730+859.6% | $5,651+1042.7% |