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 | $466,746 | $102,317+356.2% | $146,958+217.6% | $80,856+477.3% |
| Participation rate | 82.9% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 17.39% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,448 | $3,713+19.8% | $4,933-9.8% | $2,755+61.5% |
| Participant deferral / active EE | $13,182 | $6,644+98.4% | $8,070+63.3% | $4,296+206.9% |
| Admin fee / account holder | $16,188 | $7,941+103.9% | $12,998+24.5% | $6,918+134.0% |