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 | $355,509 | $85,202+317.3% | $172,739+105.8% | $72,985+387.1% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 16.90% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $8,736 | $3,324+162.8% | $5,143+69.9% | $2,440+258.1% |
| Participant deferral / active EE | $6,388 | $3,260+96.0% | $5,198+22.9% | $3,607+77.1% |
| Admin fee / account holder | $75,808 | $5,884+1188.4% | $13,954+443.3% | $5,124+1379.4% |