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 | $281,882 | $102,317+175.5% | $146,958+91.8% | $80,856+248.6% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,988 | $3,713+34.3% | $4,933+1.1% | $2,755+81.0% |
| Participant deferral / active EE | $14,476 | $6,644+117.9% | $8,070+79.4% | $4,296+237.0% |
| Admin fee / account holder | $3,650 | $7,941-54.0% | $12,998-71.9% | $6,918-47.2% |