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 | $276,693 | $102,317+170.4% | $146,958+88.3% | $80,856+242.2% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 17.03% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $6,812 | $3,713+83.5% | $4,933+38.1% | $2,755+147.3% |
| Participant deferral / active EE | $10,505 | $6,644+58.1% | $8,070+30.2% | $4,296+144.5% |
| Admin fee / account holder | $8,915 | $7,941+12.3% | $12,998-31.4% | $6,918+28.9% |