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 | $325,267 | $102,317+217.9% | $146,958+121.3% | $80,856+302.3% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 15.61% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,412 | $3,713+45.8% | $4,933+9.7% | $2,755+96.5% |
| Participant deferral / active EE | $9,482 | $6,644+42.7% | $8,070+17.5% | $4,296+120.7% |
| Admin fee / account holder | $40,758 | $7,941+413.2% | $12,998+213.6% | $6,918+489.2% |