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 | $396,892 | $106,890+271.3% | $84,015+372.4% | $152,861+159.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.90% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $18,500 | $2,734+576.6% | $1,983+832.7% | $4,762+288.5% |
| Participant deferral / active EE | $12,500 | $4,011+211.6% | $3,239+286.0% | $5,850+113.7% |
| Admin fee / account holder | $2,900 | $8,285-65.0% | $6,101-52.5% | $11,596-75.0% |