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 | $377,440 | $101,724+271.0% | $164,813+129.0% | $80,856+366.8% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 95.25% | 16.72%+78.5pp | 69.93%+25.3pp | 35.59%+59.7pp |
| Employer contribution / active EE | $1,555 | $2,953-47.3% | $4,341-64.2% | $2,755-43.5% |
| Participant deferral / active EE | $11,427 | $4,477+155.2% | $6,031+89.5% | $4,296+166.0% |
| Admin fee / account holder | $7,454 | $8,227-9.4% | $12,690-41.3% | $6,918+7.7% |