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 | $295,544 | $201,272+46.8% | $184,203+60.4% | $145,922+102.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.42% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $15,658 | $7,022+123.0% | $6,427+143.6% | $4,660+236.0% |
| Participant deferral / active EE | $5,580 | $9,806-43.1% | $9,131-38.9% | $6,688-16.6% |
| Admin fee / account holder | $43,977 | $16,364+168.7% | $13,901+216.4% | $13,397+228.3% |