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 | $288,969 | $80,968+256.9% | $96,544+199.3% | $75,163+284.5% |
| Participation rate | 95.4% | 71.8%+23.6pp | 76.0%+19.4pp | 67.2%+28.2pp |
| Annual return | 14.75% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,689 | $2,282+193.1% | $2,965+125.6% | $2,670+150.5% |
| Participant deferral / active EE | $7,377 | $3,928+87.8% | $4,851+52.1% | $4,125+78.8% |
| Admin fee / account holder | $15,776 | $6,724+134.6% | $8,252+91.2% | $5,651+179.2% |