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 | $313,398 | $124,425+151.9% | $112,040+179.7% | $137,256+128.3% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 11.11% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $4,728 | $3,411+38.6% | $2,954+60.1% | $4,156+13.8% |
| Participant deferral / active EE | $18,666 | $5,718+226.4% | $5,098+266.2% | $6,407+191.3% |
| Admin fee / account holder | $804 | $15,207-94.7% | $12,098-93.4% | $12,270-93.4% |