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 | $279,545 | $102,317+173.2% | $146,958+90.2% | $80,856+245.7% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.08% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,600 | $3,713+77.8% | $4,933+33.8% | $2,755+139.6% |
| Participant deferral / active EE | $18,110 | $6,644+172.6% | $8,070+124.4% | $4,296+321.6% |
| Admin fee / account holder | $14,292 | $7,941+80.0% | $12,998+10.0% | $6,918+106.6% |