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 | $359,529 | $117,841+205.1% | $102,423+251.0% | $145,922+146.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 13.52% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $11,080 | $3,615+206.5% | $3,023+266.5% | $4,660+137.8% |
| Participant deferral / active EE | $16,836 | $5,731+193.8% | $5,053+233.2% | $6,688+151.7% |
| Admin fee / account holder | $8,511 | $13,326-36.1% | $9,451-9.9% | $13,397-36.5% |