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 | $268,316 | $89,355+200.3% | $141,162+90.1% | $72,985+267.6% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 22.26% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $9,583 | $3,114+207.7% | $4,735+102.4% | $2,440+292.8% |
| Participant deferral / active EE | $10,973 | $5,418+102.5% | $6,709+63.5% | $3,607+204.2% |
| Admin fee / account holder | $1,100 | $5,958-81.5% | $10,261-89.3% | $5,124-78.5% |