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 | $400,167 | $100,041+300.0% | $149,718+167.3% | $70,131+470.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.93% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $7,114 | $3,662+94.3% | $5,445+30.7% | $2,342+203.7% |
| Participant deferral / active EE | $22,832 | $4,983+358.2% | $6,569+247.6% | $3,332+585.3% |
| Admin fee / account holder | $36,197 | $8,286+336.8% | $11,283+220.8% | $4,645+679.2% |