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 | $277,351 | $88,751+212.5% | $81,812+239.0% | $145,922+90.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 11.38% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,712 | $3,083+20.4% | $2,912+27.5% | $4,660-20.3% |
| Participant deferral / active EE | $8,611 | $4,643+85.5% | $4,319+99.4% | $6,688+28.8% |
| Admin fee / account holder | $15,974 | $8,415+89.8% | $7,386+116.3% | $13,397+19.2% |