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 | $323,518 | $48,046+573.3% | $84,611+282.4% | $72,985+343.3% |
| Participation rate | 97.1% | 57.6%+39.6pp | 68.2%+28.9pp | 69.5%+27.7pp |
| Annual return | 21.67% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $7,406 | $1,602+362.3% | $2,652+179.2% | $2,440+203.5% |
| Participant deferral / active EE | $9,391 | $2,680+250.3% | $3,899+140.9% | $3,607+160.3% |
| Admin fee / account holder | $29,704 | $3,395+775.0% | $4,912+504.7% | $5,124+479.7% |