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 | $365,954 | $89,355+309.6% | $141,162+159.2% | $72,985+401.4% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 22.42% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $9,807 | $3,114+214.9% | $4,735+107.1% | $2,440+302.0% |
| Participant deferral / active EE | $10,301 | $5,418+90.1% | $6,709+53.5% | $3,607+185.5% |
| Admin fee / account holder | $31,880 | $5,958+435.1% | $10,261+210.7% | $5,124+522.1% |