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 | $343,201 | $106,890+221.1% | $84,015+308.5% | $152,861+124.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.99% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,445 | $2,734+99.1% | $1,983+174.5% | $4,762+14.3% |
| Participant deferral / active EE | $11,717 | $4,011+192.1% | $3,239+261.8% | $5,850+100.3% |
| Admin fee / account holder | $4,510 | $8,285-45.6% | $6,101-26.1% | $11,596-61.1% |