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 | $434,272 | $107,334+304.6% | $92,893+367.5% | $152,861+184.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.26% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $12,656 | $4,221+199.8% | $3,653+246.5% | $4,762+165.7% |
| Participant deferral / active EE | $6,201 | $4,845+28.0% | $4,236+46.4% | $5,850+6.0% |
| Admin fee / account holder | $9,998 | $7,079+41.2% | $5,794+72.6% | $11,596-13.8% |