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 | $272,731 | $117,841+131.4% | $102,423+166.3% | $145,922+86.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 20.85% | 31.65%-10.8pp | 29.32%-8.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $7,136 | $3,615+97.4% | $3,023+136.0% | $4,660+53.2% |
| Participant deferral / active EE | $8,586 | $5,731+49.8% | $5,053+69.9% | $6,688+28.4% |
| Admin fee / account holder | $85,865 | $13,326+544.3% | $9,451+808.5% | $13,397+540.9% |