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 | $278,462 | $63,861+336.0% | $104,607+166.2% | $79,858+248.7% |
| Participation rate | 96.4% | 64.9%+31.5pp | 74.1%+22.3pp | 69.6%+26.8pp |
| Annual return | 12.98% | 21.30%-8.3pp | 340.46%-327.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $11,067 | $1,588+596.8% | $2,681+312.8% | $2,471+347.9% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35,675 | $4,185+752.5% | $6,473+451.1% | $5,306+572.3% |