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 | $473,557 | $48,570+875.0% | $130,648+262.5% | $72,985+548.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.60% | 38.63%-16.0pp | 1708.96%-1686.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $10,330 | $1,334+674.3% | $4,092+152.4% | $2,440+323.4% |
| Participant deferral / active EE | $10,404 | $2,384+336.5% | $3,603+188.8% | $3,607+188.4% |
| Admin fee / account holder | $10,502 | $3,549+195.9% | $5,464+92.2% | $5,124+104.9% |