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 | $489,791 | $65,409+648.8% | $98,442+397.5% | $85,850+470.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.70% | 21.76%-7.1pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $17,512 | $2,168+707.9% | $2,960+491.7% | $2,565+582.7% |
| Participant deferral / active EE | $14,525 | $3,166+358.7% | $4,276+239.7% | $3,952+267.6% |
| Admin fee / account holder | $6,906 | $4,593+50.4% | $5,949+16.1% | $6,260+10.3% |