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 | $558,697 | $152,587+266.1% | $125,175+346.3% | $152,861+265.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.05% | 54.84%-34.8pp | 43.79%-23.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,695 | $4,946-5.1% | $3,865+21.5% | $4,762-1.4% |
| Participant deferral / active EE | $3,915 | $5,868-33.3% | $4,937-20.7% | $5,850-33.1% |
| Admin fee / account holder | $120,715 | $13,434+798.6% | $9,702+1144.2% | $11,596+941.0% |