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 | $361,791 | $83,902+331.2% | $167,512+116.0% | $84,808+326.6% |
| Participation rate | 79.5% | 66.5%+13.0pp | 77.1%+2.4pp | 68.3%+11.2pp |
| Annual return | 14.48% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,486 | $2,264+98.1% | $3,882+15.6% | $2,631+70.5% |
| Participant deferral / active EE | $9,960 | $4,442+124.2% | $6,405+55.5% | $4,212+136.5% |
| Admin fee / account holder | $22,662 | $7,915+186.3% | $9,769+132.0% | $7,344+208.6% |