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 | $380,293 | $98,750+285.1% | $149,696+154.0% | $79,858+376.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.88% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,314 | $3,216-28.1% | $4,644-50.2% | $2,471-6.4% |
| Participant deferral / active EE | $9,113 | $5,680+60.4% | $6,842+33.2% | $3,740+143.7% |
| Admin fee / account holder | $13,647 | $6,053+125.5% | $9,309+46.6% | $5,306+157.2% |