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 | $404,655 | $93,571+332.5% | $135,903+197.8% | $75,163+438.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 17.55% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $12,140 | $3,537+243.3% | $4,856+150.0% | $2,670+354.7% |
| Participant deferral / active EE | $11,050 | $6,404+72.5% | $7,758+42.4% | $4,125+167.9% |
| Admin fee / account holder | $2,439 | $6,975-65.0% | $10,762-77.3% | $5,651-56.8% |