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 | $264,724 | $102,317+158.7% | $146,958+80.1% | $80,856+227.4% |
| Participation rate | 86.0% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 17.88% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,509 | $3,713+21.4% | $4,933-8.6% | $2,755+63.7% |
| Participant deferral / active EE | $9,819 | $6,644+47.8% | $8,070+21.7% | $4,296+128.6% |
| Admin fee / account holder | $583 | $7,941-92.7% | $12,998-95.5% | $6,918-91.6% |