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 | $319,774 | $95,416+235.1% | $185,823+72.1% | $85,850+272.5% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 13.19% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $9,042 | $3,314+172.9% | $5,167+75.0% | $2,565+252.5% |
| Participant deferral / active EE | $16,820 | $3,423+391.3% | $5,568+202.1% | $3,952+325.6% |
| Admin fee / account holder | $20,154 | $7,213+179.4% | $16,237+24.1% | $6,260+222.0% |