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 | $403,403 | $102,317+294.3% | $146,958+174.5% | $80,856+398.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,364 | $3,713-63.3% | $4,933-72.4% | $2,755-50.5% |
| Participant deferral / active EE | $6,634 | $6,644-0.1% | $8,070-17.8% | $4,296+54.4% |
| Admin fee / account holder | $8,192 | $7,941+3.2% | $12,998-37.0% | $6,918+18.4% |