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 | $290,006 | $89,355+224.6% | $141,162+105.4% | $72,985+297.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 24.54% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $8,517 | $3,114+173.5% | $4,735+79.9% | $2,440+249.1% |
| Participant deferral / active EE | $9,017 | $5,418+66.4% | $6,709+34.4% | $3,607+149.9% |
| Admin fee / account holder | $92,617 | $5,958+1454.5% | $10,261+802.6% | $5,124+1707.4% |