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 | $322,617 | $107,334+200.6% | $92,893+247.3% | $152,861+111.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.02% | 145.58%-110.6pp | 109.41%-74.4pp | 345.32%-310.3pp |
| Employer contribution / active EE | $7,604 | $4,221+80.2% | $3,653+108.2% | $4,762+59.7% |
| Participant deferral / active EE | $12,909 | $4,845+166.5% | $4,236+204.7% | $5,850+120.7% |
| Admin fee / account holder | $5,878 | $7,079-17.0% | $5,794+1.5% | $11,596-49.3% |