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 | $380,210 | $112,096+239.2% | $95,952+296.3% | $158,922+139.2% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 16.98% | 171.09%-154.1pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $11,475 | $3,198+258.8% | $2,541+351.6% | $4,761+141.0% |
| Participant deferral / active EE | $28,208 | $4,784+489.6% | $4,167+576.9% | $5,982+371.5% |
| Admin fee / account holder | $68,702 | $10,130+578.2% | $6,795+911.0% | $11,246+510.9% |