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 | $366,990 | $70,606+419.8% | $53,898+580.9% | $142,382+157.7% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 14.21% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,991 | $1,202+148.8% | $932+220.9% | $4,299-30.4% |
| Participant deferral / active EE | $10,481 | $2,364+343.4% | $1,826+473.9% | $6,507+61.1% |
| Admin fee / account holder | $27,009 | $2,852+847.2% | $2,491+984.4% | $12,624+114.0% |