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 | $524,184 | $110,502+374.4% | $80,716+549.4% | $167,490+213.0% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 12.22% | 120.54%-108.3pp | 87.28%-75.1pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,974 | $1,543+92.8% | $1,160+156.4% | $4,837-38.5% |
| Participant deferral / active EE | $5,399 | $2,871+88.1% | $2,146+151.6% | $6,341-14.9% |
| Admin fee / account holder | $71,890 | $4,545+1481.9% | $3,380+2027.0% | $12,309+484.0% |