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 | $410,191 | $91,552+348.0% | $133,956+206.2% | $79,858+413.7% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 13.53% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,609 | $2,384+93.3% | $3,919+17.6% | $2,471+86.5% |
| Participant deferral / active EE | $8,988 | $3,733+140.8% | $5,048+78.1% | $3,740+140.3% |
| Admin fee / account holder | $18,880 | $6,321+198.7% | $8,927+111.5% | $5,306+255.8% |