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 | $385,454 | $201,272+91.5% | $184,203+109.3% | $145,922+164.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,903 | $7,022+12.5% | $6,427+23.0% | $4,660+69.6% |
| Participant deferral / active EE | $20,529 | $9,806+109.4% | $9,131+124.8% | $6,688+207.0% |
| Admin fee / account holder | $63,863 | $16,364+290.3% | $13,901+359.4% | $13,397+376.7% |