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 | $325,447 | $95,416+241.1% | $185,823+75.1% | $85,850+279.1% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 14.14% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,736 | $3,314+73.1% | $5,167+11.0% | $2,565+123.6% |
| Participant deferral / active EE | $8,648 | $3,423+152.6% | $5,568+55.3% | $3,952+118.8% |
| Admin fee / account holder | $2,745 | $7,213-61.9% | $16,237-83.1% | $6,260-56.1% |