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 | $327,590 | $102,317+220.2% | $146,958+122.9% | $80,856+305.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 17.42% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $8,144 | $3,713+119.3% | $4,933+65.1% | $2,755+195.6% |
| Participant deferral / active EE | $10,243 | $6,644+54.2% | $8,070+26.9% | $4,296+138.4% |
| Admin fee / account holder | $27,611 | $7,941+247.7% | $12,998+112.4% | $6,918+299.1% |