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 | $260,873 | $63,346+311.8% | $92,233+182.8% | $70,131+272.0% |
| Participation rate | 94.2% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 19.74% | 530.12%-510.4pp | 176.28%-156.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,885 | $2,471+16.8% | $3,679-21.6% | $2,342+23.2% |
| Participant deferral / active EE | $6,007 | $2,854+110.5% | $3,897+54.2% | $3,332+80.3% |
| Admin fee / account holder | $7,426 | $3,840+93.4% | $5,194+43.0% | $4,645+59.9% |