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 | $269,781 | $65,409+312.5% | $98,442+174.1% | $85,850+214.2% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 24.52% | 21.76%+2.8pp | 1492.73%-1468.2pp | 318.53%-294.0pp |
| Employer contribution / active EE | $9,130 | $2,168+321.2% | $2,960+208.5% | $2,565+255.9% |
| Participant deferral / active EE | $2,893 | $3,166-8.6% | $4,276-32.3% | $3,952-26.8% |
| Admin fee / account holder | $10,803 | $4,593+135.2% | $5,949+81.6% | $6,260+72.6% |