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 | $387,067 | $65,409+491.8% | $98,442+293.2% | $85,850+350.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.31% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $8,210 | $2,168+278.7% | $2,960+177.4% | $2,565+220.1% |
| Participant deferral / active EE | $9,498 | $3,166+200.0% | $4,276+122.1% | $3,952+140.3% |
| Admin fee / account holder | $16,287 | $4,593+254.6% | $5,949+173.8% | $6,260+160.2% |