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 | $279,665 | $95,416+193.1% | $185,823+50.5% | $85,850+225.8% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 14.81% | 23.59%-8.8pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $9,267 | $3,314+179.6% | $5,167+79.3% | $2,565+261.3% |
| Participant deferral / active EE | $8,225 | $3,423+140.3% | $5,568+47.7% | $3,952+108.1% |
| Admin fee / account holder | $2,324 | $7,213-67.8% | $16,237-85.7% | $6,260-62.9% |