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 | $270,880 | $100,041+170.8% | $149,718+80.9% | $70,131+286.2% |
| Participation rate | 98.2% | 83.6%+14.6pp | 87.1%+11.1pp | 69.5%+28.7pp |
| Annual return | 21.98% | 27.43%-5.4pp | 1501.63%-1479.6pp | 73.14%-51.2pp |
| Employer contribution / active EE | $10,931 | $3,662+198.5% | $5,445+100.8% | $2,342+366.7% |
| Participant deferral / active EE | $9,502 | $4,983+90.7% | $6,569+44.7% | $3,332+185.2% |
| Admin fee / account holder | $11,155 | $8,286+34.6% | $11,283-1.1% | $4,645+140.1% |