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 | $398,061 | $102,317+289.0% | $146,958+170.9% | $80,856+392.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 12.64% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,956 | $3,713-20.4% | $4,933-40.1% | $2,755+7.3% |
| Participant deferral / active EE | $11,659 | $6,644+75.5% | $8,070+44.5% | $4,296+171.4% |
| Admin fee / account holder | $28,170 | $7,941+254.7% | $12,998+116.7% | $6,918+307.2% |