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 | $327,089 | $105,181+211.0% | $159,436+105.2% | $85,850+281.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 13.65% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,273 | $3,318-31.5% | $4,829-52.9% | $2,565-11.4% |
| Participant deferral / active EE | $9,489 | $5,945+59.6% | $7,352+29.1% | $3,952+140.1% |
| Admin fee / account holder | $25,924 | $6,933+273.9% | $10,799+140.1% | $6,260+314.1% |