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 | $267,146 | $63,346+321.7% | $92,233+189.6% | $70,131+280.9% |
| Participation rate | 90.7% | 68.7%+22.0pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 18.54% | 530.12%-511.6pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,325 | $2,471-46.4% | $3,679-64.0% | $2,342-43.4% |
| Participant deferral / active EE | $9,411 | $2,854+229.8% | $3,897+141.5% | $3,332+182.5% |
| Admin fee / account holder | $18,105 | $3,840+371.5% | $5,194+248.6% | $4,645+289.7% |