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 | $326,955 | $79,171+313.0% | $102,423+219.2% | $74,495+338.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.99% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $11,539 | $2,362+388.4% | $3,023+281.7% | $2,623+339.9% |
| Participant deferral / active EE | $11,799 | $4,415+167.2% | $5,053+133.5% | $4,346+171.5% |
| Admin fee / account holder | $42,720 | $2,001+2035.3% | $9,451+352.0% | $1,942+2100.1% |