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 | $348,457 | $85,202+309.0% | $172,739+101.7% | $72,985+377.4% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 21.25% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $12,705 | $3,324+282.2% | $5,143+147.0% | $2,440+420.7% |
| Participant deferral / active EE | $4,793 | $3,260+47.0% | $5,198-7.8% | $3,607+32.9% |
| Admin fee / account holder | $12,022 | $5,884+104.3% | $13,954-13.8% | $5,124+134.6% |