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 | $290,874 | $114,381+154.3% | $107,525+170.5% | $142,382+104.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.07% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $19,460 | $4,015+384.7% | $3,754+418.5% | $4,299+352.7% |
| Participant deferral / active EE | $8,982 | $5,564+61.4% | $5,116+75.6% | $6,507+38.0% |
| Admin fee / account holder | $943 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |