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 | $301,249 | $100,041+201.1% | $149,718+101.2% | $70,131+329.6% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.1%+5.0pp | 69.5%+22.5pp |
| Annual return | 19.11% | 27.43%-8.3pp | 1501.63%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $10,177 | $3,662+177.9% | $5,445+86.9% | $2,342+334.5% |
| Participant deferral / active EE | $10,359 | $4,983+107.9% | $6,569+57.7% | $3,332+210.9% |
| Admin fee / account holder | $10,123 | $8,286+22.2% | $11,283-10.3% | $4,645+117.9% |