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 | $269,654 | $65,409+312.3% | $98,442+173.9% | $85,850+214.1% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.3%+24.8pp |
| Annual return | 13.01% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $9,768 | $2,168+350.6% | $2,960+230.0% | $2,565+280.8% |
| Participant deferral / active EE | $13,761 | $3,166+334.6% | $4,276+221.8% | $3,952+248.2% |
| Admin fee / account holder | $23,196 | $4,593+405.1% | $5,949+289.9% | $6,260+270.5% |