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 | $252,483 | $102,317+146.8% | $146,958+71.8% | $80,856+212.3% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.5pp | 67.6%+30.1pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,529 | $3,713+48.9% | $4,933+12.1% | $2,755+100.7% |
| Participant deferral / active EE | $11,373 | $6,644+71.2% | $8,070+40.9% | $4,296+164.7% |
| Admin fee / account holder | $5,810 | $7,941-26.8% | $12,998-55.3% | $6,918-16.0% |