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 | $291,657 | $100,041+191.5% | $149,718+94.8% | $70,131+315.9% |
| Participation rate | 91.1% | 83.6%+7.5pp | 87.1%+4.0pp | 69.5%+21.6pp |
| Annual return | 19.85% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $8,886 | $3,662+142.7% | $5,445+63.2% | $2,342+279.3% |
| Participant deferral / active EE | $12,605 | $4,983+153.0% | $6,569+91.9% | $3,332+278.3% |
| Admin fee / account holder | $18,883 | $8,286+127.9% | $11,283+67.4% | $4,645+306.5% |