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 | $367,054 | $85,202+330.8% | $172,739+112.5% | $72,985+402.9% |
| Participation rate | 77.4% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+7.9pp |
| Annual return | 16.76% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $6,449 | $3,324+94.0% | $5,143+25.4% | $2,440+164.3% |
| Participant deferral / active EE | $4,415 | $3,260+35.4% | $5,198-15.1% | $3,607+22.4% |
| Admin fee / account holder | $3,201 | $5,884-45.6% | $13,954-77.1% | $5,124-37.5% |