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 | $552,991 | $106,890+417.3% | $84,015+558.2% | $152,861+261.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 26.53% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $9,989 | $2,734+265.3% | $1,983+403.6% | $4,762+109.8% |
| Participant deferral / active EE | $5,661 | $4,011+41.1% | $3,239+74.8% | $5,850-3.2% |
| Admin fee / account holder | $6,529 | $8,285-21.2% | $6,101+7.0% | $11,596-43.7% |