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 | $391,018 | $105,181+271.8% | $159,436+145.3% | $85,850+355.5% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 15.39% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $8,122 | $3,318+144.8% | $4,829+68.2% | $2,565+216.6% |
| Participant deferral / active EE | $10,515 | $5,945+76.9% | $7,352+43.0% | $3,952+166.1% |
| Admin fee / account holder | $7,410 | $6,933+6.9% | $10,799-31.4% | $6,260+18.4% |