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 | $417,635 | $102,317+308.2% | $146,958+184.2% | $80,856+416.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 17.50% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,897 | $3,713-22.0% | $4,933-41.3% | $2,755+5.2% |
| Participant deferral / active EE | $14,126 | $6,644+112.6% | $8,070+75.0% | $4,296+228.8% |
| Admin fee / account holder | $1,402 | $7,941-82.3% | $12,998-89.2% | $6,918-79.7% |