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 | $401,095 | $105,181+281.3% | $159,436+151.6% | $85,850+367.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 16.24% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,225 | $3,318-2.8% | $4,829-33.2% | $2,565+25.7% |
| Participant deferral / active EE | $11,587 | $5,945+94.9% | $7,352+57.6% | $3,952+193.2% |
| Admin fee / account holder | $15,309 | $6,933+120.8% | $10,799+41.8% | $6,260+144.6% |