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 | $363,363 | $49,922+627.9% | $80,569+351.0% | $75,163+383.4% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.3pp |
| Annual return | 20.00% | 34.69%-14.7pp | 935.43%-915.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $7,113 | $1,698+318.9% | $2,723+161.2% | $2,670+166.4% |
| Participant deferral / active EE | $12,077 | $2,990+303.9% | $4,447+171.6% | $4,125+192.8% |
| Admin fee / account holder | $3,105 | $3,577-13.2% | $5,377-42.3% | $5,651-45.0% |