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 | $253,246 | $48,795+419.0% | $65,493+286.7% | $84,808+198.6% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 14.99% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,903 | $1,930+257.7% | $2,574+168.2% | $2,631+162.4% |
| Participant deferral / active EE | $11,907 | $2,928+306.6% | $3,961+200.6% | $4,212+182.7% |
| Admin fee / account holder | $34,661 | $3,877+794.0% | $5,028+589.3% | $7,344+372.0% |