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 | $326,024 | $85,766+280.1% | $136,294+139.2% | $70,131+364.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 19.13% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,189 | $2,966+108.6% | $4,695+31.8% | $2,342+164.2% |
| Participant deferral / active EE | $12,798 | $5,051+153.4% | $6,247+104.9% | $3,332+284.1% |
| Admin fee / account holder | $35,324 | $5,420+551.7% | $9,243+282.2% | $4,645+660.4% |