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 | $264,904 | $48,570+445.4% | $130,648+102.8% | $72,985+263.0% |
| Participation rate | 98.2% | 58.6%+39.6pp | 71.7%+26.4pp | 69.5%+28.7pp |
| Annual return | 20.81% | 38.63%-17.8pp | 1708.96%-1688.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,567 | $1,334+317.3% | $4,092+36.0% | $2,440+128.2% |
| Participant deferral / active EE | $10,272 | $2,384+330.9% | $3,603+185.1% | $3,607+184.8% |
| Admin fee / account holder | $613 | $3,549-82.7% | $5,464-88.8% | $5,124-88.0% |