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 | $456,692 | $107,334+325.5% | $92,893+391.6% | $152,861+198.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.27% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $19,491 | $4,221+361.8% | $3,653+433.6% | $4,762+309.3% |
| Participant deferral / active EE | $7,739 | $4,845+59.7% | $4,236+82.7% | $5,850+32.3% |
| Admin fee / account holder | $3,458 | $7,079-51.1% | $5,794-40.3% | $11,596-70.2% |