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 | $323,864 | $102,317+216.5% | $146,958+120.4% | $80,856+300.5% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 17.19% | 134.76%-117.6pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,003 | $3,713-46.0% | $4,933-59.4% | $2,755-27.3% |
| Participant deferral / active EE | $7,918 | $6,644+19.2% | $8,070-1.9% | $4,296+84.3% |
| Admin fee / account holder | $11,223 | $7,941+41.3% | $12,998-13.7% | $6,918+62.2% |