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 | $513,549 | $157,256+226.6% | $141,162+263.8% | $152,861+236.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.87% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,824 | $5,261-46.3% | $4,735-40.4% | $4,762-40.7% |
| Participant deferral / active EE | $6,920 | $7,109-2.7% | $6,709+3.1% | $5,850+18.3% |
| Admin fee / account holder | $160,133 | $12,120+1221.2% | $10,261+1460.6% | $11,596+1280.9% |