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 | $468,878 | $65,409+616.8% | $98,442+376.3% | $85,850+446.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 15.44% | 21.76%-6.3pp | 1492.73%-1477.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,305 | $2,168+52.5% | $2,960+11.7% | $2,565+28.8% |
| Participant deferral / active EE | $7,909 | $3,166+149.8% | $4,276+84.9% | $3,952+100.1% |
| Admin fee / account holder | $2,684 | $4,593-41.6% | $5,949-54.9% | $6,260-57.1% |