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 | $262,716 | $109,817+139.2% | $98,442+166.9% | $167,490+56.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.00% | 1956.69%-1935.7pp | 1492.73%-1471.7pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,146 | $3,224+28.6% | $2,960+40.1% | $4,837-14.3% |
| Participant deferral / active EE | $7,135 | $4,673+52.7% | $4,276+66.9% | $6,341+12.5% |
| Admin fee / account holder | $29,027 | $6,753+329.9% | $5,949+387.9% | $12,309+135.8% |