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 | $371,323 | $58,208+537.9% | $81,812+353.9% | $80,856+359.2% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 17.44% | 41.66%-24.2pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $15,266 | $2,340+552.4% | $2,912+424.2% | $2,755+454.1% |
| Participant deferral / active EE | $12,341 | $3,281+276.1% | $4,319+185.8% | $4,296+187.3% |
| Admin fee / account holder | $33,805 | $4,981+578.6% | $7,386+357.7% | $6,918+388.7% |