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 | $463,659 | $88,751+422.4% | $81,812+466.7% | $145,922+217.7% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 14.24% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,687 | $3,083+84.4% | $2,912+95.3% | $4,660+22.0% |
| Participant deferral / active EE | $9,101 | $4,643+96.0% | $4,319+110.7% | $6,688+36.1% |
| Admin fee / account holder | $17,671 | $8,415+110.0% | $7,386+139.2% | $13,397+31.9% |