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 | $275,556 | $148,534+85.5% | $135,903+102.8% | $139,434+97.6% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 19.48% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,284 | $5,243+38.9% | $4,856+50.0% | $4,751+53.3% |
| Participant deferral / active EE | $9,255 | $8,100+14.3% | $7,758+19.3% | $6,710+37.9% |
| Admin fee / account holder | $50,684 | $12,400+308.8% | $10,762+371.0% | $11,403+344.5% |