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 | $299,018 | $51,175+484.3% | $70,515+324.0% | $75,163+297.8% |
| Participation rate | 96.8% | 60.9%+35.8pp | 68.3%+28.4pp | 67.2%+29.6pp |
| Annual return | 18.72% | 30.02%-11.3pp | 32.77%-14.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,286 | $1,826+244.3% | $2,973+111.4% | $2,670+135.5% |
| Participant deferral / active EE | $13,851 | $2,849+386.1% | $4,567+203.3% | $4,125+235.8% |
| Admin fee / account holder | $31,103 | $4,091+660.4% | $6,412+385.1% | $5,651+450.4% |