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 | $268,023 | $78,422+241.8% | $95,952+179.3% | $79,858+235.6% |
| Participation rate | 79.5% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+9.9pp |
| Annual return | 12.01% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,681 | $1,945+89.3% | $2,541+44.9% | $2,471+49.0% |
| Participant deferral / active EE | $9,135 | $3,440+165.6% | $4,167+119.2% | $3,740+144.3% |
| Admin fee / account holder | $4,913 | $5,622-12.6% | $6,795-27.7% | $5,306-7.4% |