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 | $298,802 | $89,355+234.4% | $141,162+111.7% | $72,985+309.4% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 35.27% | 111.85%-76.6pp | 71.39%-36.1pp | 81.00%-45.7pp |
| Employer contribution / active EE | $10,997 | $3,114+253.1% | $4,735+132.3% | $2,440+350.7% |
| Participant deferral / active EE | $10,085 | $5,418+86.1% | $6,709+50.3% | $3,607+179.6% |
| Admin fee / account holder | $3,179 | $5,958-46.7% | $10,261-69.0% | $5,124-38.0% |