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 | $263,220 | $47,479+454.4% | $62,929+318.3% | $82,448+219.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.38% | 20.34%-7.0pp | 1063.93%-1050.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $11,511 | $1,885+510.5% | $2,505+359.6% | $2,551+351.2% |
| Participant deferral / active EE | $10,516 | $2,870+266.4% | $3,888+170.5% | $4,139+154.1% |
| Admin fee / account holder | $14,877 | $3,804+291.1% | $5,065+193.7% | $7,234+105.6% |