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 | $308,004 | $83,902+267.1% | $167,512+83.9% | $84,808+263.2% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 68.3%+28.6pp |
| Annual return | 15.41% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,648 | $2,264+61.1% | $3,882-6.0% | $2,631+38.6% |
| Participant deferral / active EE | $17,281 | $4,442+289.0% | $6,405+169.8% | $4,212+310.3% |
| Admin fee / account holder | $3,580 | $7,915-54.8% | $9,769-63.4% | $7,344-51.3% |