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 | $322,558 | $102,317+215.3% | $146,958+119.5% | $80,856+298.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,445 | $3,713-61.1% | $4,933-70.7% | $2,755-47.5% |
| Participant deferral / active EE | $12,097 | $6,644+82.1% | $8,070+49.9% | $4,296+181.6% |
| Admin fee / account holder | $41,394 | $7,941+421.3% | $12,998+218.5% | $6,918+498.4% |