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 | $1,115,574 | $133,958+732.8% | $112,228+894.0% | $134,475+729.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.23% | 47.11%-56.3pp | 27.45%-36.7pp | 417.96%-427.2pp |
| Employer contribution / active EE | $6,519 | $4,038+61.4% | $3,635+79.3% | $4,740+37.5% |
| Participant deferral / active EE | $11,098 | $5,291+109.8% | $4,728+134.7% | $6,400+73.4% |
| Admin fee / account holder | $62,352 | $7,489+732.6% | $6,410+872.7% | $11,426+445.7% |