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 | $264,944 | $65,409+305.1% | $98,442+169.1% | $85,850+208.6% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.6pp | 69.3%+27.7pp |
| Annual return | 14.19% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $9,930 | $2,168+358.1% | $2,960+235.5% | $2,565+287.1% |
| Participant deferral / active EE | $9,757 | $3,166+208.2% | $4,276+128.2% | $3,952+146.9% |
| Admin fee / account holder | $13,987 | $4,593+204.6% | $5,949+135.1% | $6,260+123.4% |