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 | $322,843 | $96,484+234.6% | $75,886+325.4% | $152,861+111.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.21% | 33.98%-20.8pp | 30.76%-17.5pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,230 | $3,309-62.8% | $2,500-50.8% | $4,762-74.2% |
| Participant deferral / active EE | $12,050 | $4,553+164.7% | $3,603+234.4% | $5,850+106.0% |
| Admin fee / account holder | $7,683 | $8,078-4.9% | $5,418+41.8% | $11,596-33.7% |