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 | $313,137 | $95,416+228.2% | $185,823+68.5% | $85,850+264.8% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.2pp |
| Annual return | 16.98% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,786 | $3,314-15.9% | $5,167-46.1% | $2,565+8.6% |
| Participant deferral / active EE | $8,354 | $3,423+144.0% | $5,568+50.0% | $3,952+111.4% |
| Admin fee / account holder | $20,766 | $7,213+187.9% | $16,237+27.9% | $6,260+231.7% |