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 | $285,876 | $102,317+179.4% | $146,958+94.5% | $80,856+253.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 19.68% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $5,629 | $3,713+51.6% | $4,933+14.1% | $2,755+104.3% |
| Participant deferral / active EE | $7,865 | $6,644+18.4% | $8,070-2.5% | $4,296+83.1% |
| Admin fee / account holder | $16,570 | $7,941+108.7% | $12,998+27.5% | $6,918+139.5% |