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 | $287,678 | $124,185+131.7% | $108,410+165.4% | $167,490+71.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.85% | 1379.64%-1364.8pp | 905.27%-890.4pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,274 | $4,187-45.7% | $3,558-36.1% | $4,837-53.0% |
| Participant deferral / active EE | $7,810 | $6,908+13.1% | $6,563+19.0% | $6,341+23.2% |
| Admin fee / account holder | $7,507 | $9,455-20.6% | $7,295+2.9% | $12,309-39.0% |