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 8-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 | $295,993 | $95,266+210.7% | $82,389+259.3% | $142,382+107.9% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 17.87% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $10,350 | $2,991+246.0% | $2,517+311.2% | $4,299+140.7% |
| Participant deferral / active EE | $15,652 | $4,809+225.5% | $4,155+276.7% | $6,507+140.5% |
| Admin fee / account holder | $82,184 | $8,563+859.7% | $7,231+1036.6% | $12,624+551.0% |