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 | $816,596 | $152,587+435.2% | $125,175+552.4% | $152,861+434.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.10% | 54.84%-37.7pp | 43.79%-26.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,100 | $4,946-57.5% | $3,865-45.7% | $4,762-55.9% |
| Participant deferral / active EE | $2,100 | $5,868-64.2% | $4,937-57.5% | $5,850-64.1% |
| Admin fee / account holder | $48,528 | $13,434+261.2% | $9,702+400.2% | $11,596+318.5% |