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 | $338,229 | $102,317+230.6% | $146,958+130.2% | $80,856+318.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,801 | $3,713+56.2% | $4,933+17.6% | $2,755+110.6% |
| Participant deferral / active EE | $10,257 | $6,644+54.4% | $8,070+27.1% | $4,296+138.8% |
| Admin fee / account holder | $9,357 | $7,941+17.8% | $12,998-28.0% | $6,918+35.3% |