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 | $289,951 | $65,561+342.3% | $86,188+236.4% | $75,163+285.8% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.8pp | 67.2%+25.5pp |
| Annual return | 25.05% | 46.05%-21.0pp | 1168.45%-1143.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $8,803 | $1,553+467.0% | $2,380+269.8% | $2,670+229.7% |
| Participant deferral / active EE | $9,160 | $3,024+202.9% | $3,985+129.8% | $4,125+122.0% |
| Admin fee / account holder | $2,671 | $5,474-51.2% | $6,852-61.0% | $5,651-52.7% |