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 | $256,923 | $48,046+434.7% | $84,611+203.7% | $72,985+252.0% |
| Participation rate | 89.6% | 57.6%+32.0pp | 68.2%+21.4pp | 69.5%+20.1pp |
| Annual return | 29.19% | 37.38%-8.2pp | 258.74%-229.6pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,018 | $1,602+88.4% | $2,652+13.8% | $2,440+23.7% |
| Participant deferral / active EE | $8,158 | $2,680+204.4% | $3,899+109.3% | $3,607+126.1% |
| Admin fee / account holder | $31,688 | $3,395+833.5% | $4,912+545.1% | $5,124+518.4% |