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 | $298,701 | $115,770+158.0% | $101,248+195.0% | $158,922+88.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.10% | 56.14%-48.0pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $5,833 | $4,175+39.7% | $3,660+59.4% | $4,761+22.5% |
| Participant deferral / active EE | $10,059 | $4,957+102.9% | $4,370+130.2% | $5,982+68.1% |
| Admin fee / account holder | $92,705 | $7,245+1179.6% | $5,945+1459.2% | $11,246+724.4% |