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 | $534,381 | $150,187+255.8% | $120,354+344.0% | $145,922+266.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 154.07%-137.7pp | 107.15%-90.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $13,422 | $4,348+208.7% | $3,463+287.6% | $4,660+188.1% |
| Participant deferral / active EE | $2,237 | $6,173-63.8% | $4,991-55.2% | $6,688-66.6% |
| Admin fee / account holder | $8,697 | $12,207-28.8% | $9,423-7.7% | $13,397-35.1% |