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 | $316,528 | $91,538+245.8% | $129,995+143.5% | $75,163+321.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.64% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $13,269 | $2,845+366.3% | $4,320+207.2% | $2,670+397.0% |
| Participant deferral / active EE | $8,178 | $4,341+88.4% | $5,820+40.5% | $4,125+98.3% |
| Admin fee / account holder | $20,884 | $6,790+207.6% | $10,614+96.8% | $5,651+269.6% |