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 | $347,025 | $112,881+207.4% | $90,951+281.6% | $158,922+118.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.85% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $11,197 | $2,893+287.0% | $2,122+427.7% | $4,761+135.2% |
| Participant deferral / active EE | $7,200 | $4,128+74.4% | $3,373+113.5% | $5,982+20.4% |
| Admin fee / account holder | $1,639 | $8,041-79.6% | $5,959-72.5% | $11,246-85.4% |