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 | $281,934 | $77,634+263.2% | $156,549+80.1% | $62,891+348.3% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 8.28% | 50.32%-42.0pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $8,987 | $3,444+161.0% | $5,501+63.4% | $2,281+294.0% |
| Participant deferral / active EE | $7,268 | $3,045+138.7% | $4,871+49.2% | $3,203+126.9% |
| Admin fee / account holder | $15,765 | $5,561+183.5% | $13,027+21.0% | $4,296+267.0% |