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 | $731,110 | $102,317+614.6% | $146,958+397.5% | $80,856+804.2% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.22% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,448 | $3,713+19.8% | $4,933-9.8% | $2,755+61.5% |
| Participant deferral / active EE | $4,802 | $6,644-27.7% | $8,070-40.5% | $4,296+11.8% |
| Admin fee / account holder | $46,797 | $7,941+489.3% | $12,998+260.0% | $6,918+576.5% |