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 | $281,098 | $102,317+174.7% | $146,958+91.3% | $80,856+247.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $11,007 | $3,713+196.4% | $4,933+123.1% | $2,755+299.6% |
| Participant deferral / active EE | $11,536 | $6,644+73.6% | $8,070+43.0% | $4,296+168.5% |
| Admin fee / account holder | $26,119 | $7,941+228.9% | $12,998+100.9% | $6,918+277.6% |