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 | $258,429 | $91,190+183.4% | $178,490+44.8% | $79,858+223.6% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.2pp |
| Annual return | 23.37% | 24.19%-0.8pp | 151.07%-127.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $11,003 | $3,256+237.9% | $5,011+119.6% | $2,471+345.3% |
| Participant deferral / active EE | $11,400 | $3,236+252.3% | $5,202+119.2% | $3,740+204.8% |
| Admin fee / account holder | $4,671 | $6,751-30.8% | $13,984-66.6% | $5,306-12.0% |