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 | $348,914 | $102,616+240.0% | $81,983+325.6% | $158,922+119.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.05% | 61.04%-39.0pp | 41.31%-19.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,806 | $3,240-13.4% | $2,498+12.3% | $4,761-41.1% |
| Participant deferral / active EE | $20,162 | $4,648+333.8% | $3,722+441.7% | $5,982+237.0% |
| Admin fee / account holder | $96,673 | $8,235+1074.0% | $5,664+1606.9% | $11,246+759.6% |