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 | $526,836 | $180,028+192.6% | $138,135+281.4% | $158,922+231.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.43% | 21.68%-10.3pp | 20.51%-9.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $30,086 | $7,470+302.8% | $5,587+438.5% | $4,761+531.9% |
| Participant deferral / active EE | $4,067 | $7,717-47.3% | $6,431-36.8% | $5,982-32.0% |
| Admin fee / account holder | $320,879 | $17,912+1691.4% | $11,856+2606.5% | $11,246+2753.3% |