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 | $251,353 | $65,409+284.3% | $98,442+155.3% | $85,850+192.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.60% | 21.76%-4.2pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $15,854 | $2,168+631.4% | $2,960+435.7% | $2,565+518.1% |
| Participant deferral / active EE | $12,138 | $3,166+283.4% | $4,276+183.9% | $3,952+207.2% |
| Admin fee / account holder | $13,542 | $4,593+194.9% | $5,949+127.6% | $6,260+116.3% |