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 9-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 | $323,605 | $78,672+311.3% | $109,143+196.5% | $85,850+276.9% |
| Participation rate | 95.4% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.1pp |
| Annual return | 12.12% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,771 | $2,735+74.4% | $3,722+28.2% | $2,565+86.0% |
| Participant deferral / active EE | $4,843 | $3,467+39.7% | $4,653+4.1% | $3,952+22.6% |
| Admin fee / account holder | $36,357 | $5,469+564.7% | $6,752+438.4% | $6,260+480.8% |