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 | $306,429 | $78,422+290.7% | $95,952+219.4% | $79,858+283.7% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 19.92% | 19.37%+0.5pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,844 | $1,945+46.2% | $2,541+11.9% | $2,471+15.1% |
| Participant deferral / active EE | $6,534 | $3,440+89.9% | $4,167+56.8% | $3,740+74.7% |
| Admin fee / account holder | $48,218 | $5,622+757.7% | $6,795+609.6% | $5,306+808.7% |