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 | $449,888 | $74,888+500.7% | $71,209+531.8% | $142,382+216.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.60% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,919 | $2,854+37.3% | $2,721+44.0% | $4,299-8.8% |
| Participant deferral / active EE | $20,081 | $4,454+350.8% | $4,175+381.0% | $6,507+208.6% |
| Admin fee / account holder | $13,910 | $5,568+149.8% | $5,349+160.1% | $12,624+10.2% |