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 | $281,591 | $81,208+246.8% | $98,907+184.7% | $79,858+252.6% |
| Participation rate | 90.4% | 72.5%+17.9pp | 76.0%+14.4pp | 69.6%+20.8pp |
| Annual return | 12.18% | 60.99%-48.8pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $8,638 | $1,960+340.8% | $2,689+221.3% | $2,471+249.6% |
| Participant deferral / active EE | $3,957 | $3,265+21.2% | $4,244-6.8% | $3,740+5.8% |
| Admin fee / account holder | $7,021 | $6,013+16.8% | $6,642+5.7% | $5,306+32.3% |