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 | $263,030 | $89,355+194.4% | $141,162+86.3% | $72,985+260.4% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 190.77% | 111.85%+78.9pp | 71.39%+119.4pp | 81.00%+109.8pp |
| Employer contribution / active EE | $2,477 | $3,114-20.5% | $4,735-47.7% | $2,440+1.5% |
| Participant deferral / active EE | $8,222 | $5,418+51.8% | $6,709+22.6% | $3,607+127.9% |
| Admin fee / account holder | $140,373 | $5,958+2256.0% | $10,261+1268.0% | $5,124+2639.3% |