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 | $331,181 | $102,382+223.5% | $147,005+125.3% | $80,874+309.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.7pp | 67.6%+23.3pp |
| Annual return | 13.17% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $6,493 | $3,715+74.8% | $4,934+31.6% | $2,756+135.6% |
| Participant deferral / active EE | $13,813 | $6,646+107.8% | $8,070+71.2% | $4,297+221.5% |
| Admin fee / account holder | $1,455 | $7,942-81.7% | $13,006-88.8% | $6,935-79.0% |