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 | $281,123 | $93,571+200.4% | $135,903+106.9% | $75,163+274.0% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 19.07% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,491 | $3,537+55.3% | $4,856+13.1% | $2,670+105.7% |
| Participant deferral / active EE | $10,435 | $6,404+62.9% | $7,758+34.5% | $4,125+153.0% |
| Admin fee / account holder | $50,027 | $6,975+617.2% | $10,762+364.9% | $5,651+785.3% |