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 | $281,308 | $102,317+174.9% | $146,958+91.4% | $80,856+247.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 22.31% | 134.76%-112.4pp | 418.34%-396.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $3,478 | $3,713-6.3% | $4,933-29.5% | $2,755+26.2% |
| Participant deferral / active EE | $15,732 | $6,644+136.8% | $8,070+95.0% | $4,296+266.2% |
| Admin fee / account holder | $14,200 | $7,941+78.8% | $12,998+9.2% | $6,918+105.3% |