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 | $267,293 | $105,181+154.1% | $159,436+67.6% | $85,850+211.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 27.02% | 45.07%-18.1pp | 263.57%-236.5pp | 318.53%-291.5pp |
| Employer contribution / active EE | $5,636 | $3,318+69.9% | $4,829+16.7% | $2,565+119.7% |
| Participant deferral / active EE | $9,692 | $5,945+63.0% | $7,352+31.8% | $3,952+145.3% |
| Admin fee / account holder | $43,727 | $6,933+530.7% | $10,799+304.9% | $6,260+598.5% |