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 | $321,149 | $114,381+180.8% | $107,525+198.7% | $142,382+125.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $14,638 | $4,015+264.6% | $3,754+290.0% | $4,299+240.5% |
| Participant deferral / active EE | $13,012 | $5,564+133.9% | $5,116+154.4% | $6,507+100.0% |
| Admin fee / account holder | $20,014 | $9,860+103.0% | $8,919+124.4% | $12,624+58.5% |