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 | $272,529 | $60,124+353.3% | $90,404+201.5% | $79,858+241.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 11.09% | 71.94%-60.9pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $6,525 | $2,068+215.6% | $3,262+100.0% | $2,471+164.1% |
| Participant deferral / active EE | $5,672 | $2,938+93.0% | $3,963+43.1% | $3,740+51.7% |
| Admin fee / account holder | $3,264 | $3,976-17.9% | $5,611-41.8% | $5,306-38.5% |