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 | $315,433 | $107,934+192.2% | $91,989+242.9% | $152,861+106.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 27.30% | 89.24%-61.9pp | 69.02%-41.7pp | 345.32%-318.0pp |
| Employer contribution / active EE | $8,788 | $4,210+108.8% | $3,452+154.6% | $4,762+84.5% |
| Participant deferral / active EE | $13,975 | $6,364+119.6% | $5,923+136.0% | $5,850+138.9% |
| Admin fee / account holder | $1,212 | $10,520-88.5% | $7,743-84.3% | $11,596-89.5% |