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 | $442,171 | $65,409+576.0% | $98,442+349.2% | $85,850+415.1% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.0pp | 69.3%+29.1pp |
| Annual return | 13.54% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $23,690 | $2,168+992.9% | $2,960+700.4% | $2,565+823.6% |
| Participant deferral / active EE | $12,727 | $3,166+301.9% | $4,276+197.6% | $3,952+222.1% |
| Admin fee / account holder | $26,635 | $4,593+480.0% | $5,949+347.7% | $6,260+325.5% |