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 | $301,310 | $102,317+194.5% | $146,958+105.0% | $80,856+272.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 14.24% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,308 | $3,713+96.8% | $4,933+48.1% | $2,755+165.3% |
| Participant deferral / active EE | $7,009 | $6,644+5.5% | $8,070-13.1% | $4,296+63.2% |
| Admin fee / account holder | $12,850 | $7,941+61.8% | $12,998-1.1% | $6,918+85.8% |