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 | $294,010 | $102,317+187.4% | $146,958+100.1% | $80,856+263.6% |
| Participation rate | 85.1% | 75.8%+9.2pp | 82.2%+2.9pp | 67.6%+17.4pp |
| Annual return | 16.72% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $9,621 | $3,713+159.1% | $4,933+95.0% | $2,755+249.3% |
| Participant deferral / active EE | $10,149 | $6,644+52.8% | $8,070+25.8% | $4,296+136.3% |
| Admin fee / account holder | $61,475 | $7,941+674.1% | $12,998+373.0% | $6,918+788.6% |