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 | $256,452 | $100,041+156.3% | $149,718+71.3% | $70,131+265.7% |
| Participation rate | 94.4% | 83.6%+10.8pp | 87.1%+7.3pp | 69.5%+24.8pp |
| Annual return | 19.29% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,445 | $3,662+21.4% | $5,445-18.4% | $2,342+89.8% |
| Participant deferral / active EE | $12,941 | $4,983+159.7% | $6,569+97.0% | $3,332+288.4% |
| Admin fee / account holder | $5,214 | $8,286-37.1% | $11,283-53.8% | $4,645+12.2% |