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 | $271,286 | $98,750+174.7% | $149,696+81.2% | $79,858+239.7% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 18.44% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $6,443 | $3,216+100.3% | $4,644+38.7% | $2,471+160.8% |
| Participant deferral / active EE | $7,572 | $5,680+33.3% | $6,842+10.7% | $3,740+102.5% |
| Admin fee / account holder | $6,246 | $6,053+3.2% | $9,309-32.9% | $5,306+17.7% |