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 | $409,929 | $102,966+298.1% | $90,281+354.1% | $152,861+168.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 18.53% | 95.16%-76.6pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,741 | $3,139-44.5% | $2,854-39.0% | $4,762-63.4% |
| Participant deferral / active EE | $6,318 | $4,281+47.6% | $3,885+62.6% | $5,850+8.0% |
| Admin fee / account holder | $66,259 | $6,171+973.8% | $5,351+1138.2% | $11,596+471.4% |