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 | $256,220 | $60,124+326.2% | $90,404+183.4% | $79,858+220.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.4pp |
| Annual return | 16.17% | 71.94%-55.8pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $8,503 | $2,068+311.2% | $3,262+160.7% | $2,471+244.1% |
| Participant deferral / active EE | $9,211 | $2,938+213.5% | $3,963+132.4% | $3,740+146.3% |
| Admin fee / account holder | $14,476 | $3,976+264.0% | $5,611+158.0% | $5,306+172.8% |