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 | $257,404 | $48,570+430.0% | $130,648+97.0% | $72,985+252.7% |
| Participation rate | 80.9% | 58.6%+22.3pp | 71.7%+9.1pp | 69.5%+11.4pp |
| Annual return | 23.33% | 38.63%-15.3pp | 1708.96%-1685.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $8,878 | $1,334+565.5% | $4,092+117.0% | $2,440+263.9% |
| Participant deferral / active EE | $2,960 | $2,384+24.2% | $3,603-17.8% | $3,607-17.9% |
| Admin fee / account holder | $12,344 | $3,549+247.8% | $5,464+125.9% | $5,124+140.9% |