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 | $495,031 | $100,041+394.8% | $149,718+230.6% | $70,131+605.9% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 17.23% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $12,509 | $3,662+241.6% | $5,445+129.7% | $2,342+434.0% |
| Participant deferral / active EE | $8,581 | $4,983+72.2% | $6,569+30.6% | $3,332+157.5% |
| Admin fee / account holder | $15,782 | $8,286+90.5% | $11,283+39.9% | $4,645+239.7% |