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 | $351,988 | $65,409+438.1% | $98,442+257.6% | $85,850+310.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 21.20% | 21.76%-0.6pp | 1492.73%-1471.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $6,979 | $2,168+222.0% | $2,960+135.8% | $2,565+172.1% |
| Participant deferral / active EE | $12,973 | $3,166+309.7% | $4,276+203.4% | $3,952+228.3% |
| Admin fee / account holder | $22,867 | $4,593+397.9% | $5,949+284.4% | $6,260+265.3% |