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 | $260,882 | $102,382+154.8% | $147,005+77.5% | $80,874+222.6% |
| Participation rate | 92.2% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 12.84% | 134.89%-122.1pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,916 | $3,715+59.3% | $4,934+19.9% | $2,756+114.7% |
| Participant deferral / active EE | $8,037 | $6,646+20.9% | $8,070-0.4% | $4,297+87.0% |
| Admin fee / account holder | $8,153 | $7,942+2.7% | $13,006-37.3% | $6,935+17.6% |