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 | $275,210 | $102,317+169.0% | $146,958+87.3% | $80,856+240.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $7,233 | $3,713+94.8% | $4,933+46.6% | $2,755+162.6% |
| Participant deferral / active EE | $9,901 | $6,644+49.0% | $8,070+22.7% | $4,296+130.5% |
| Admin fee / account holder | $2,925 | $7,941-63.2% | $12,998-77.5% | $6,918-57.7% |