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 | $414,350 | $85,022+387.3% | $70,515+487.6% | $139,434+197.2% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 16.53% | 30.38%-13.9pp | 32.77%-16.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,012 | $3,909-48.5% | $2,973-32.3% | $4,751-57.6% |
| Participant deferral / active EE | $17,058 | $5,890+189.6% | $4,567+273.5% | $6,710+154.2% |
| Admin fee / account holder | $105,179 | $8,906+1081.0% | $6,412+1540.3% | $11,403+822.4% |