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 | $357,801 | $100,041+257.7% | $149,718+139.0% | $70,131+410.2% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 19.75% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $8,519 | $3,662+132.6% | $5,445+56.5% | $2,342+263.7% |
| Participant deferral / active EE | $6,103 | $4,983+22.5% | $6,569-7.1% | $3,332+83.2% |
| Admin fee / account holder | $15,147 | $8,286+82.8% | $11,283+34.3% | $4,645+226.1% |