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 | $682,112 | $152,587+347.0% | $125,175+444.9% | $152,861+346.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.76% | 54.84%-40.1pp | 43.79%-29.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $17,772 | $4,946+259.3% | $3,865+359.8% | $4,762+273.2% |
| Participant deferral / active EE | $4,646 | $5,868-20.8% | $4,937-5.9% | $5,850-20.6% |
| Admin fee / account holder | $1,329 | $13,434-90.1% | $9,702-86.3% | $11,596-88.5% |