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 | $437,768 | $183,592+138.4% | $155,567+181.4% | $145,959+199.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.47% | 61.24%-42.8pp | 64.74%-46.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,377 | $5,315-74.1% | $4,674-70.5% | $4,661-70.5% |
| Participant deferral / active EE | $9,903 | $6,464+53.2% | $5,628+76.0% | $6,689+48.1% |
| Admin fee / account holder | $17,449 | $19,318-9.7% | $15,916+9.6% | $13,398+30.2% |