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 | $301,205 | $80,812+272.7% | $160,784+87.3% | $82,448+265.3% |
| Participation rate | 92.0% | 66.2%+25.8pp | 77.0%+15.0pp | 68.1%+23.9pp |
| Annual return | 14.83% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,209 | $2,174+93.6% | $3,733+12.8% | $2,551+65.0% |
| Participant deferral / active EE | $8,881 | $4,335+104.8% | $6,293+41.1% | $4,139+114.5% |
| Admin fee / account holder | $4,913 | $7,695-36.1% | $9,717-49.4% | $7,234-32.1% |