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 | $379,100 | $95,416+297.3% | $185,823+104.0% | $85,850+341.6% |
| Participation rate | 86.0% | 68.8%+17.2pp | 81.7%+4.3pp | 69.3%+16.7pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $9,401 | $3,314+183.7% | $5,167+81.9% | $2,565+266.5% |
| Participant deferral / active EE | $6,289 | $3,423+83.7% | $5,568+13.0% | $3,952+59.1% |
| Admin fee / account holder | $19,072 | $7,213+164.4% | $16,237+17.5% | $6,260+204.7% |