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 | $308,873 | $80,717+282.7% | $154,803+99.5% | $84,808+264.2% |
| Participation rate | 98.4% | 66.8%+31.6pp | 78.1%+20.3pp | 68.3%+30.1pp |
| Annual return | 63.23% | 37.96%+25.3pp | 58.88%+4.3pp | 40.90%+22.3pp |
| Employer contribution / active EE | $7,842 | $2,761+184.0% | $4,305+82.1% | $2,631+198.1% |
| Participant deferral / active EE | $5,723 | $3,303+73.3% | $5,540+3.3% | $4,212+35.9% |
| Admin fee / account holder | $112,876 | $6,746+1573.3% | $14,329+687.7% | $7,344+1437.0% |