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 | $319,251 | $106,890+198.7% | $84,015+280.0% | $152,861+108.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.37% | 104.99%-86.6pp | 71.31%-52.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $19,179 | $2,734+601.4% | $1,983+866.9% | $4,762+302.7% |
| Participant deferral / active EE | $14,000 | $4,011+249.0% | $3,239+332.3% | $5,850+139.3% |
| Admin fee / account holder | $1,250 | $8,285-84.9% | $6,101-79.5% | $11,596-89.2% |