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 | $352,805 | $106,890+230.1% | $84,015+319.9% | $152,861+130.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.85% | 104.99%-79.1pp | 71.31%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,677 | $2,734+34.5% | $1,983+85.4% | $4,762-22.8% |
| Participant deferral / active EE | $11,380 | $4,011+183.7% | $3,239+251.4% | $5,850+94.5% |
| Admin fee / account holder | $1,568 | $8,285-81.1% | $6,101-74.3% | $11,596-86.5% |