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 | $365,625 | $91,538+299.4% | $129,995+181.3% | $75,163+386.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.52% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $9,593 | $2,845+237.1% | $4,320+122.1% | $2,670+259.3% |
| Participant deferral / active EE | $5,875 | $4,341+35.3% | $5,820+0.9% | $4,125+42.4% |
| Admin fee / account holder | $7,043 | $6,790+3.7% | $10,614-33.7% | $5,651+24.6% |