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 | $276,648 | $99,020+179.4% | $86,590+219.5% | $147,584+87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.97% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $23,457 | $3,132+649.0% | $2,839+726.1% | $4,876+381.0% |
| Participant deferral / active EE | $13,950 | $3,972+251.2% | $3,609+286.6% | $5,439+156.5% |
| Admin fee / account holder | $3,162 | $5,710-44.6% | $4,906-35.5% | $10,885-71.0% |