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 | $282,209 | $85,022+231.9% | $70,515+300.2% | $139,434+102.4% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 22.19% | 30.38%-8.2pp | 32.77%-10.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,444 | $3,909-11.9% | $2,973+15.8% | $4,751-27.5% |
| Participant deferral / active EE | $10,037 | $5,890+70.4% | $4,567+119.8% | $6,710+49.6% |
| Admin fee / account holder | $13,012 | $8,906+46.1% | $6,412+102.9% | $11,403+14.1% |