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 | $330,406 | $102,382+222.7% | $147,005+124.8% | $80,874+308.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 19.96% | 134.89%-114.9pp | 418.76%-398.8pp | 35.62%-15.7pp |
| Employer contribution / active EE | $6,301 | $3,715+69.6% | $4,934+27.7% | $2,756+128.7% |
| Participant deferral / active EE | $8,615 | $6,646+29.6% | $8,070+6.8% | $4,297+100.5% |
| Admin fee / account holder | $27,580 | $7,942+247.3% | $13,006+112.1% | $6,935+297.7% |