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 | $295,494 | $95,416+209.7% | $185,823+59.0% | $85,850+244.2% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 18.95% | 23.59%-4.6pp | 122.05%-103.1pp | 318.53%-299.6pp |
| Employer contribution / active EE | $10,166 | $3,314+206.8% | $5,167+96.7% | $2,565+296.3% |
| Participant deferral / active EE | $6,996 | $3,423+104.4% | $5,568+25.6% | $3,952+77.0% |
| Admin fee / account holder | $8,328 | $7,213+15.5% | $16,237-48.7% | $6,260+33.0% |