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 | $331,946 | $96,484+244.0% | $75,886+337.4% | $152,861+117.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.76% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $14,856 | $3,309+348.9% | $2,500+494.1% | $4,762+211.9% |
| Participant deferral / active EE | $3,084 | $4,553-32.3% | $3,603-14.4% | $5,850-47.3% |
| Admin fee / account holder | $438 | $8,078-94.6% | $5,418-91.9% | $11,596-96.2% |