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 | $278,900 | $48,795+471.6% | $65,493+325.8% | $84,808+228.9% |
| Participation rate | 80.4% | 67.0%+13.4pp | 73.1%+7.3pp | 68.3%+12.1pp |
| Annual return | 15.52% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,672 | $1,930-13.3% | $2,574-35.0% | $2,631-36.4% |
| Participant deferral / active EE | $10,011 | $2,928+241.9% | $3,961+152.7% | $4,212+137.7% |
| Admin fee / account holder | $18,496 | $3,877+377.1% | $5,028+267.8% | $7,344+151.9% |