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 | $272,030 | $80,812+236.6% | $160,784+69.2% | $82,448+229.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 17.35% | 100.59%-83.2pp | 1803.92%-1786.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,174 | $2,174+138.0% | $3,733+38.6% | $2,551+102.8% |
| Participant deferral / active EE | $11,297 | $4,335+160.6% | $6,293+79.5% | $4,139+172.9% |
| Admin fee / account holder | $8,403 | $7,695+9.2% | $9,717-13.5% | $7,234+16.2% |