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 | $419,420 | $117,841+255.9% | $102,423+309.5% | $145,922+187.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 16.27% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $10,121 | $3,615+180.0% | $3,023+234.8% | $4,660+117.2% |
| Participant deferral / active EE | $16,670 | $5,731+190.9% | $5,053+229.9% | $6,688+149.3% |
| Admin fee / account holder | $17,309 | $13,326+29.9% | $9,451+83.2% | $13,397+29.2% |