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 | $312,960 | $65,409+378.5% | $98,442+217.9% | $85,850+264.5% |
| Participation rate | 95.5% | 65.0%+30.5pp | 73.3%+22.1pp | 69.3%+26.1pp |
| Annual return | 12.56% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,800 | $2,168+29.2% | $2,960-5.4% | $2,565+9.2% |
| Participant deferral / active EE | $5,548 | $3,166+75.2% | $4,276+29.7% | $3,952+40.4% |
| Admin fee / account holder | $22,552 | $4,593+391.1% | $5,949+279.1% | $6,260+260.3% |