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 | $285,428 | $83,902+240.2% | $167,512+70.4% | $84,808+236.6% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.5pp |
| Annual return | 17.35% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,287 | $2,264+177.7% | $3,882+62.0% | $2,631+139.0% |
| Participant deferral / active EE | $15,371 | $4,442+246.0% | $6,405+140.0% | $4,212+265.0% |
| Admin fee / account holder | $10,307 | $7,915+30.2% | $9,769+5.5% | $7,344+40.3% |