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 | $531,714 | $102,616+418.2% | $81,983+548.6% | $158,922+234.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.12% | 61.04%-40.9pp | 41.31%-21.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $28,098 | $3,240+767.2% | $2,498+1024.8% | $4,761+490.2% |
| Participant deferral / active EE | $21,395 | $4,648+360.3% | $3,722+474.8% | $5,982+257.6% |
| Admin fee / account holder | $16,700 | $8,235+102.8% | $5,664+194.9% | $11,246+48.5% |