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 | $272,166 | $70,669+285.1% | $169,368+60.7% | $75,163+262.1% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.1%+19.4pp | 67.2%+29.4pp |
| Annual return | 16.73% | 36.36%-19.6pp | 405.60%-388.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $7,303 | $2,211+230.3% | $4,013+82.0% | $2,670+173.5% |
| Participant deferral / active EE | $14,562 | $4,311+237.8% | $6,221+134.1% | $4,125+253.0% |
| Admin fee / account holder | $791 | $5,402-85.4% | $9,003-91.2% | $5,651-86.0% |