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 | $422,056 | $102,317+312.5% | $146,958+187.2% | $80,856+422.0% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 15.37% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $7,435 | $3,713+100.2% | $4,933+50.7% | $2,755+169.9% |
| Participant deferral / active EE | $16,307 | $6,644+145.4% | $8,070+102.1% | $4,296+279.6% |
| Admin fee / account holder | $7,295 | $7,941-8.1% | $12,998-43.9% | $6,918+5.5% |