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 | $324,939 | $78,422+314.3% | $95,952+238.6% | $79,858+306.9% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 10.51% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $5,199 | $1,945+167.3% | $2,541+104.6% | $2,471+110.4% |
| Participant deferral / active EE | $11,603 | $3,440+237.3% | $4,167+178.5% | $3,740+210.2% |
| Admin fee / account holder | $67,386 | $5,622+1098.6% | $6,795+891.6% | $5,306+1169.9% |