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 | $280,640 | $85,202+229.4% | $172,739+62.5% | $72,985+284.5% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 20.00% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $9,075 | $3,324+173.0% | $5,143+76.5% | $2,440+272.0% |
| Participant deferral / active EE | $5,816 | $3,260+78.4% | $5,198+11.9% | $3,607+61.2% |
| Admin fee / account holder | $8,832 | $5,884+50.1% | $13,954-36.7% | $5,124+72.4% |