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 | $442,746 | $176,056+151.5% | $159,436+177.7% | $167,490+164.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.12% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $21,583 | $5,297+307.5% | $4,829+346.9% | $4,837+346.2% |
| Participant deferral / active EE | $4,933 | $7,750-36.3% | $7,352-32.9% | $6,341-22.2% |
| Admin fee / account holder | $2,344 | $12,554-81.3% | $10,799-78.3% | $12,309-81.0% |