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 | $405,244 | $80,812+401.5% | $160,784+152.0% | $82,448+391.5% |
| Participation rate | 86.0% | 66.2%+19.8pp | 77.0%+9.1pp | 68.1%+18.0pp |
| Annual return | 19.56% | 100.59%-81.0pp | 1803.92%-1784.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $9,245 | $2,174+325.3% | $3,733+147.7% | $2,551+262.4% |
| Participant deferral / active EE | $17,328 | $4,335+299.7% | $6,293+175.4% | $4,139+318.6% |
| Admin fee / account holder | $4,437 | $7,695-42.3% | $9,717-54.3% | $7,234-38.7% |