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 | $325,419 | $96,137+238.5% | $136,007+139.3% | $80,874+302.4% |
| Participation rate | 92.0% | 71.2%+20.8pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 14.01% | 28.70%-14.7pp | 579.32%-565.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $6,751 | $3,350+101.5% | $4,215+60.2% | $2,756+145.0% |
| Participant deferral / active EE | $23,572 | $5,706+313.1% | $7,024+235.6% | $4,297+448.6% |
| Admin fee / account holder | $36,640 | $8,236+344.9% | $6,858+434.3% | $6,935+428.3% |