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 | $300,733 | $96,635+211.2% | $86,612+247.2% | $139,434+115.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 16.69% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,519 | $3,263-53.5% | $3,022-49.8% | $4,751-68.0% |
| Participant deferral / active EE | $2,725 | $4,836-43.7% | $4,438-38.6% | $6,710-59.4% |
| Admin fee / account holder | $9,283 | $6,408+44.9% | $5,614+65.4% | $11,403-18.6% |