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 | $325,700 | $60,124+441.7% | $90,404+260.3% | $79,858+307.8% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 21.89% | 71.94%-50.1pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $7,739 | $2,068+274.3% | $3,262+137.2% | $2,471+213.2% |
| Participant deferral / active EE | $14,938 | $2,938+408.4% | $3,963+276.9% | $3,740+299.4% |
| Admin fee / account holder | $30,821 | $3,976+675.1% | $5,611+449.3% | $5,306+480.8% |