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 | $292,792 | $65,561+346.6% | $86,188+239.7% | $75,163+289.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.81% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,131 | $1,553+359.3% | $2,380+199.6% | $2,670+167.1% |
| Participant deferral / active EE | $9,450 | $3,024+212.5% | $3,985+137.1% | $4,125+129.1% |
| Admin fee / account holder | $35,777 | $5,474+553.6% | $6,852+422.2% | $5,651+533.1% |