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 | $263,387 | $102,317+157.4% | $146,958+79.2% | $80,856+225.7% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 18.08% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,200 | $3,713+13.1% | $4,933-14.9% | $2,755+52.4% |
| Participant deferral / active EE | $6,542 | $6,644-1.5% | $8,070-18.9% | $4,296+52.3% |
| Admin fee / account holder | $4,197 | $7,941-47.1% | $12,998-67.7% | $6,918-39.3% |