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 | $366,696 | $65,409+460.6% | $98,442+272.5% | $85,850+327.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.87% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,252 | $2,168+96.2% | $2,960+43.7% | $2,565+65.8% |
| Participant deferral / active EE | $7,850 | $3,166+147.9% | $4,276+83.6% | $3,952+98.7% |
| Admin fee / account holder | $31,023 | $4,593+575.5% | $5,949+421.5% | $6,260+395.6% |