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 | $405,208 | $110,094+268.1% | $151,611+167.3% | $68,494+491.6% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | 133.67% | -10.12%+143.8pp | 3.33%+130.3pp | -7.84%+141.5pp |
| Employer contribution / active EE | $7,869 | $4,471+76.0% | $6,166+27.6% | $2,596+203.1% |
| Participant deferral / active EE | $14,887 | $6,527+128.1% | $8,363+78.0% | $4,027+269.7% |
| Admin fee / account holder | $17,958 | $7,719+132.7% | $11,616+54.6% | $5,403+232.4% |