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 | $307,492 | $83,902+266.5% | $167,512+83.6% | $84,808+262.6% |
| Participation rate | 71.4% | 66.5%+5.0pp | 77.1%-5.6pp | 68.3%+3.1pp |
| Annual return | 17.21% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,770 | $2,264+154.9% | $3,882+48.6% | $2,631+119.3% |
| Participant deferral / active EE | $10,604 | $4,442+138.7% | $6,405+65.6% | $4,212+151.8% |
| Admin fee / account holder | $15,084 | $7,915+90.6% | $9,769+54.4% | $7,344+105.4% |