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 | $266,030 | $95,416+178.8% | $185,823+43.2% | $85,850+209.9% |
| Participation rate | 97.8% | 68.8%+29.1pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $8,896 | $3,314+168.5% | $5,167+72.2% | $2,565+246.8% |
| Participant deferral / active EE | $2,202 | $3,423-35.7% | $5,568-60.5% | $3,952-44.3% |
| Admin fee / account holder | $8,516 | $7,213+18.1% | $16,237-47.6% | $6,260+36.0% |