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 | $314,820 | $103,376+204.5% | $87,100+261.4% | $152,861+106.0% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 23.10% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $12,365 | $3,220+283.9% | $2,521+390.4% | $4,762+159.6% |
| Participant deferral / active EE | $12,464 | $4,778+160.9% | $4,049+207.9% | $5,850+113.1% |
| Admin fee / account holder | $1,733 | $12,205-85.8% | $7,497-76.9% | $11,596-85.1% |