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 | $403,475 | $51,638+681.4% | $68,368+490.2% | $82,448+389.4% |
| Participation rate | 89.7% | 63.6%+26.0pp | 73.8%+15.9pp | 68.1%+21.6pp |
| Annual return | 17.13% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $23,910 | $2,047+1068.3% | $2,649+802.6% | $2,551+837.3% |
| Participant deferral / active EE | $3,950 | $2,914+35.6% | $4,123-4.2% | $4,139-4.6% |
| Admin fee / account holder | $13,184 | $4,643+183.9% | $5,150+156.0% | $7,234+82.2% |