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 | $301,844 | $65,409+361.5% | $98,442+206.6% | $85,850+251.6% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 34.08% | 21.76%+12.3pp | 1492.73%-1458.6pp | 318.53%-284.5pp |
| Employer contribution / active EE | $8,554 | $2,168+294.6% | $2,960+189.0% | $2,565+233.5% |
| Participant deferral / active EE | $8,030 | $3,166+153.6% | $4,276+87.8% | $3,952+103.2% |
| Admin fee / account holder | $35,967 | $4,593+683.1% | $5,949+504.6% | $6,260+474.6% |