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 | $320,626 | $70,606+354.1% | $53,898+494.9% | $142,382+125.2% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 14.45% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $10,212 | $1,202+749.5% | $932+995.6% | $4,299+137.5% |
| Participant deferral / active EE | $10,529 | $2,364+345.4% | $1,826+476.6% | $6,507+61.8% |
| Admin fee / account holder | $52,476 | $2,852+1740.2% | $2,491+2006.8% | $12,624+315.7% |