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 | $287,202 | $100,041+187.1% | $149,718+91.8% | $70,131+309.5% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 14.96% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $8,109 | $3,662+121.5% | $5,445+48.9% | $2,342+246.2% |
| Participant deferral / active EE | $12,927 | $4,983+159.5% | $6,569+96.8% | $3,332+288.0% |
| Admin fee / account holder | $33,139 | $8,286+299.9% | $11,283+193.7% | $4,645+613.4% |