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 | $290,288 | $102,317+183.7% | $146,958+97.5% | $80,856+259.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 12.08% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,720 | $3,713+81.0% | $4,933+36.2% | $2,755+143.9% |
| Participant deferral / active EE | $15,372 | $6,644+131.4% | $8,070+90.5% | $4,296+257.8% |
| Admin fee / account holder | $3,991 | $7,941-49.7% | $12,998-69.3% | $6,918-42.3% |