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 | $310,854 | $100,041+210.7% | $149,718+107.6% | $70,131+343.2% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 15.68% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $4,529 | $3,662+23.7% | $5,445-16.8% | $2,342+93.4% |
| Participant deferral / active EE | $11,470 | $4,983+130.2% | $6,569+74.6% | $3,332+244.3% |
| Admin fee / account holder | $10,651 | $8,286+28.5% | $11,283-5.6% | $4,645+129.3% |