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 | $300,284 | $102,317+193.5% | $146,958+104.3% | $80,856+271.4% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,366 | $3,713-63.2% | $4,933-72.3% | $2,755-50.4% |
| Participant deferral / active EE | $12,352 | $6,644+85.9% | $8,070+53.1% | $4,296+187.5% |
| Admin fee / account holder | $68,996 | $7,941+768.8% | $12,998+430.8% | $6,918+897.3% |