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 | $347,277 | $102,317+239.4% | $146,958+136.3% | $80,856+329.5% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 16.76% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $8,362 | $3,713+125.2% | $4,933+69.5% | $2,755+203.5% |
| Participant deferral / active EE | $11,058 | $6,644+66.4% | $8,070+37.0% | $4,296+157.4% |
| Admin fee / account holder | $5,269 | $7,941-33.6% | $12,998-59.5% | $6,918-23.8% |