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 | $421,842 | $106,890+294.7% | $84,015+402.1% | $152,861+176.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.31% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $14,382 | $2,734+426.0% | $1,983+625.1% | $4,762+202.0% |
| Participant deferral / active EE | $15,137 | $4,011+277.4% | $3,239+367.4% | $5,850+158.7% |
| Admin fee / account holder | $1,682 | $8,285-79.7% | $6,101-72.4% | $11,596-85.5% |