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 | $344,668 | $86,891+296.7% | $142,449+142.0% | $75,163+358.6% |
| Participation rate | 81.4% | 68.5%+12.9pp | 76.8%+4.6pp | 67.2%+14.2pp |
| Annual return | 15.60% | 23.31%-7.7pp | 19.99%-4.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $9,062 | $3,355+170.1% | $4,847+87.0% | $2,670+239.4% |
| Participant deferral / active EE | $9,062 | $4,938+83.5% | $6,283+44.2% | $4,125+119.7% |
| Admin fee / account holder | $8,267 | $7,299+13.3% | $10,011-17.4% | $5,651+46.3% |