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 | $313,346 | $96,484+224.8% | $75,886+312.9% | $152,861+105.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 16.39% | 33.98%-17.6pp | 30.76%-14.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,163 | $3,309+25.8% | $2,500+66.5% | $4,762-12.6% |
| Participant deferral / active EE | $16,294 | $4,553+257.9% | $3,603+352.2% | $5,850+178.5% |
| Admin fee / account holder | $521 | $8,078-93.6% | $5,418-90.4% | $11,596-95.5% |