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 | $504,374 | $102,317+393.0% | $146,958+243.2% | $80,856+523.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 17.90% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,019 | $3,713-18.7% | $4,933-38.8% | $2,755+9.6% |
| Participant deferral / active EE | $11,723 | $6,644+76.5% | $8,070+45.3% | $4,296+172.9% |
| Admin fee / account holder | $8,459 | $7,941+6.5% | $12,998-34.9% | $6,918+22.3% |