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 9-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 | $414,679 | $81,248+410.4% | $155,509+166.7% | $80,856+412.9% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 13.80% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,028 | $3,100+158.9% | $4,672+71.8% | $2,755+191.4% |
| Participant deferral / active EE | $6,792 | $3,452+96.8% | $5,626+20.7% | $4,296+58.1% |
| Admin fee / account holder | $10,487 | $7,997+31.1% | $15,912-34.1% | $6,918+51.6% |