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 | $258,345 | $81,208+218.1% | $98,907+161.2% | $79,858+223.5% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.3pp | 69.6%+24.7pp |
| Annual return | 11.13% | 60.99%-49.9pp | 196.43%-185.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $6,912 | $1,960+252.7% | $2,689+157.1% | $2,471+179.7% |
| Participant deferral / active EE | $7,290 | $3,265+123.3% | $4,244+71.8% | $3,740+94.9% |
| Admin fee / account holder | $3,588 | $6,013-40.3% | $6,642-46.0% | $5,306-32.4% |