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 | $256,752 | $107,334+139.2% | $92,893+176.4% | $152,861+68.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.19% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,773 | $4,221-58.0% | $3,653-51.5% | $4,762-62.8% |
| Participant deferral / active EE | $8,424 | $4,845+73.9% | $4,236+98.9% | $5,850+44.0% |
| Admin fee / account holder | $27,425 | $7,079+287.4% | $5,794+373.3% | $11,596+136.5% |