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 | $351,709 | $100,041+251.6% | $149,718+134.9% | $70,131+401.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.07% | 27.43%-6.4pp | 1501.63%-1480.6pp | 73.14%-52.1pp |
| Employer contribution / active EE | $15,632 | $3,662+326.9% | $5,445+187.1% | $2,342+567.3% |
| Participant deferral / active EE | $14,365 | $4,983+188.3% | $6,569+118.7% | $3,332+331.2% |
| Admin fee / account holder | $12,321 | $8,286+48.7% | $11,283+9.2% | $4,645+165.2% |