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 | $285,441 | $118,919+140.0% | $88,538+222.4% | $152,861+86.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 17.85% | 47.92%-30.1pp | 43.64%-25.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $13,165 | $2,669+393.3% | $2,098+527.5% | $4,762+176.4% |
| Participant deferral / active EE | $8,556 | $3,549+141.1% | $2,914+193.6% | $5,850+46.3% |
| Admin fee / account holder | $8,048 | $5,876+37.0% | $4,310+86.7% | $11,596-30.6% |