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 | $260,881 | $115,770+125.3% | $101,248+157.7% | $158,922+64.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 13.06% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $5,318 | $4,175+27.4% | $3,660+45.3% | $4,761+11.7% |
| Participant deferral / active EE | $8,434 | $4,957+70.1% | $4,370+93.0% | $5,982+41.0% |
| Admin fee / account holder | $24,674 | $7,245+240.6% | $5,945+315.0% | $11,246+119.4% |