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 | $323,337 | $99,985+223.4% | $146,665+120.5% | $85,850+276.6% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 18.39% | 18.93%-0.5pp | 22.74%-4.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,067 | $2,559+176.2% | $4,136+70.8% | $2,565+175.5% |
| Participant deferral / active EE | $4,568 | $4,006+14.0% | $5,506-17.0% | $3,952+15.6% |
| Admin fee / account holder | $14,155 | $7,702+83.8% | $10,280+37.7% | $6,260+126.1% |