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 | $367,103 | $106,890+243.4% | $84,015+336.9% | $152,861+140.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.94% | 104.99%-87.0pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,785 | $2,734-34.7% | $1,983-10.0% | $4,762-62.5% |
| Participant deferral / active EE | $2,447 | $4,011-39.0% | $3,239-24.4% | $5,850-58.2% |
| Admin fee / account holder | $19,252 | $8,285+132.4% | $6,101+215.6% | $11,596+66.0% |