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 | $256,391 | $84,696+202.7% | $75,696+238.7% | $167,490+53.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.67% | 199.36%-182.7pp | 104.53%-87.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,686 | $3,230-47.8% | $2,743-38.5% | $4,837-65.2% |
| Participant deferral / active EE | $7,025 | $4,580+53.4% | $3,821+83.8% | $6,341+10.8% |
| Admin fee / account holder | $348 | $5,355-93.5% | $3,619-90.4% | $12,309-97.2% |