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 | $344,840 | $102,317+237.0% | $146,958+134.7% | $80,856+326.5% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 13.99% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $8,603 | $3,713+131.7% | $4,933+74.4% | $2,755+212.3% |
| Participant deferral / active EE | $13,766 | $6,644+107.2% | $8,070+70.6% | $4,296+220.5% |
| Admin fee / account holder | $9,456 | $7,941+19.1% | $12,998-27.2% | $6,918+36.7% |