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 | $426,821 | $114,381+273.2% | $107,525+297.0% | $142,382+199.8% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 14.85% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $16,952 | $4,015+322.2% | $3,754+351.6% | $4,299+294.3% |
| Participant deferral / active EE | $13,041 | $5,564+134.4% | $5,116+154.9% | $6,507+100.4% |
| Admin fee / account holder | $1,820 | $9,860-81.5% | $8,919-79.6% | $12,624-85.6% |