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 | $309,589 | $137,414+125.3% | $189,513+63.4% | $85,850+260.6% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 21.04% | 38.14%-17.1pp | 555.15%-534.1pp | 318.53%-297.5pp |
| Employer contribution / active EE | $10,373 | $4,344+138.8% | $6,162+68.4% | $2,565+304.4% |
| Participant deferral / active EE | $16,724 | $6,260+167.2% | $8,221+103.4% | $3,952+323.2% |
| Admin fee / account holder | $5,479 | $8,630-36.5% | $12,045-54.5% | $6,260-12.5% |