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 | $306,859 | $98,750+210.7% | $149,696+105.0% | $79,858+284.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 20.61% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $6,376 | $3,216+98.2% | $4,644+37.3% | $2,471+158.0% |
| Participant deferral / active EE | $14,190 | $5,680+149.8% | $6,842+107.4% | $3,740+279.4% |
| Admin fee / account holder | $10,545 | $6,053+74.2% | $9,309+13.3% | $5,306+98.7% |