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 | $337,638 | $81,632+313.6% | $70,449+379.3% | $158,922+112.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.48% | 208.40%-199.9pp | 109.03%-100.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $8,982 | $3,217+179.2% | $2,737+228.2% | $4,761+88.6% |
| Participant deferral / active EE | $2,301 | $4,554-49.5% | $3,709-37.9% | $5,982-61.5% |
| Admin fee / account holder | $858 | $6,193-86.1% | $3,845-77.7% | $11,246-92.4% |