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 | $331,522 | $105,181+215.2% | $159,436+107.9% | $85,850+286.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.89% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $783 | $3,318-76.4% | $4,829-83.8% | $2,565-69.5% |
| Participant deferral / active EE | $8,737 | $5,945+47.0% | $7,352+18.8% | $3,952+121.1% |
| Admin fee / account holder | $12,889 | $6,933+85.9% | $10,799+19.4% | $6,260+105.9% |