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 | $250,392 | $102,317+144.7% | $146,958+70.4% | $80,856+209.7% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 12.61% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,327 | $3,713+124.3% | $4,933+68.8% | $2,755+202.3% |
| Participant deferral / active EE | $8,715 | $6,644+31.2% | $8,070+8.0% | $4,296+102.9% |
| Admin fee / account holder | $18,331 | $7,941+130.8% | $12,998+41.0% | $6,918+165.0% |