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 | $302,493 | $98,750+206.3% | $149,696+102.1% | $79,858+278.8% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 15.98% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,651 | $3,216-48.7% | $4,644-64.5% | $2,471-33.2% |
| Participant deferral / active EE | $12,127 | $5,680+113.5% | $6,842+77.2% | $3,740+224.2% |
| Admin fee / account holder | $8,266 | $6,053+36.6% | $9,309-11.2% | $5,306+55.8% |