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 | $308,917 | $100,041+208.8% | $149,718+106.3% | $70,131+340.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.89% | 27.43%-6.5pp | 1501.63%-1480.7pp | 73.14%-52.2pp |
| Employer contribution / active EE | $10,641 | $3,662+190.6% | $5,445+95.4% | $2,342+354.3% |
| Participant deferral / active EE | $6,970 | $4,983+39.9% | $6,569+6.1% | $3,332+109.2% |
| Admin fee / account holder | $5,950 | $8,286-28.2% | $11,283-47.3% | $4,645+28.1% |