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 | $261,257 | $102,317+155.3% | $146,958+77.8% | $80,856+223.1% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 12.34% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,119 | $3,713-16.0% | $4,933-36.8% | $2,755+13.2% |
| Participant deferral / active EE | $11,501 | $6,644+73.1% | $8,070+42.5% | $4,296+167.7% |
| Admin fee / account holder | $64,375 | $7,941+710.6% | $12,998+395.3% | $6,918+830.6% |