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 | $434,031 | $109,881+295.0% | $150,045+189.3% | $84,808+411.8% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 16.43% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,646 | $3,561+142.8% | $4,693+84.2% | $2,631+228.6% |
| Participant deferral / active EE | $10,672 | $6,636+60.8% | $7,997+33.4% | $4,212+153.4% |
| Admin fee / account holder | $53,023 | $8,568+518.8% | $13,435+294.7% | $7,344+622.0% |