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 | $285,724 | $95,416+199.5% | $185,823+53.8% | $85,850+232.8% |
| Participation rate | 97.7% | 68.8%+28.9pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 16.28% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $10,105 | $3,314+205.0% | $5,167+95.6% | $2,565+294.0% |
| Participant deferral / active EE | $7,729 | $3,423+125.8% | $5,568+38.8% | $3,952+95.6% |
| Admin fee / account holder | $26,488 | $7,213+267.2% | $16,237+63.1% | $6,260+323.1% |