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 | $293,894 | $57,281+413.1% | $86,612+239.3% | $75,163+291.0% |
| Participation rate | 76.0% | 63.2%+12.8pp | 71.7%+4.3pp | 67.2%+8.8pp |
| Annual return | 14.44% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,953 | $2,314+243.6% | $3,022+163.1% | $2,670+197.9% |
| Participant deferral / active EE | $8,547 | $3,318+157.6% | $4,438+92.6% | $4,125+107.2% |
| Admin fee / account holder | $23,669 | $4,112+475.6% | $5,614+321.6% | $5,651+318.9% |