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 | $252,380 | $95,561+164.1% | $77,163+227.1% | $139,434+81.0% |
| Participation rate | 94.4% | 73.9%+20.5pp | 69.6%+24.9pp | 80.3%+14.1pp |
| Annual return | 13.94% | 54.92%-41.0pp | 37.87%-23.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,314 | $3,147-26.5% | $2,535-8.7% | $4,751-51.3% |
| Participant deferral / active EE | $10,759 | $4,624+132.7% | $3,833+180.7% | $6,710+60.3% |
| Admin fee / account holder | $11,879 | $8,295+43.2% | $5,472+117.1% | $11,403+4.2% |