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 | $348,630 | $96,484+261.3% | $75,886+359.4% | $152,861+128.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 25.68% | 33.98%-8.3pp | 30.76%-5.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,705 | $3,309-18.3% | $2,500+8.2% | $4,762-43.2% |
| Participant deferral / active EE | $19,170 | $4,553+321.1% | $3,603+432.1% | $5,850+227.7% |
| Admin fee / account holder | $92,457 | $8,078+1044.6% | $5,418+1606.4% | $11,596+697.3% |