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 | $355,649 | $58,694+505.9% | $142,863+148.9% | $85,850+314.3% |
| Participation rate | 72.5% | 58.5%+14.1pp | 71.9%+0.6pp | 69.3%+3.2pp |
| Annual return | 17.30% | 27.72%-10.4pp | 5637.54%-5620.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $7,333 | $1,423+415.4% | $4,144+77.0% | $2,565+185.9% |
| Participant deferral / active EE | $3,950 | $2,607+51.5% | $3,837+2.9% | $3,9520% |
| Admin fee / account holder | $43,755 | $4,239+932.2% | $6,560+567.0% | $6,260+599.0% |