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 | $381,051 | $102,317+272.4% | $146,958+159.3% | $80,856+371.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,677 | $3,713+25.9% | $4,933-5.2% | $2,755+69.8% |
| Participant deferral / active EE | $11,004 | $6,644+65.6% | $8,070+36.4% | $4,296+156.1% |
| Admin fee / account holder | $36,474 | $7,941+359.3% | $12,998+180.6% | $6,918+427.2% |