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 | $373,066 | $105,181+254.7% | $159,436+134.0% | $85,850+334.6% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.8%-3.9pp | 69.3%+9.6pp |
| Annual return | 17.30% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $6,013 | $3,318+81.2% | $4,829+24.5% | $2,565+134.4% |
| Participant deferral / active EE | $12,026 | $5,945+102.3% | $7,352+63.6% | $3,952+204.3% |
| Admin fee / account holder | $16,208 | $6,933+133.8% | $10,799+50.1% | $6,260+158.9% |