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 | $559,386 | $100,041+459.2% | $149,718+273.6% | $70,131+697.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.83% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $9,121 | $3,662+149.1% | $5,445+67.5% | $2,342+289.4% |
| Participant deferral / active EE | $9,306 | $4,983+86.8% | $6,569+41.7% | $3,332+179.3% |
| Admin fee / account holder | $3,720 | $8,286-55.1% | $11,283-67.0% | $4,645-19.9% |