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 | $419,455 | $84,696+395.2% | $75,696+454.1% | $167,490+150.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.88% | 199.36%-174.5pp | 104.53%-79.7pp | 478.56%-453.7pp |
| Employer contribution / active EE | $2,473 | $3,230-23.4% | $2,743-9.8% | $4,837-48.9% |
| Participant deferral / active EE | $7,160 | $4,580+56.3% | $3,821+87.4% | $6,341+12.9% |
| Admin fee / account holder | $252,697 | $5,355+4618.9% | $3,619+6882.4% | $12,309+1952.9% |