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 | $347,091 | $60,124+477.3% | $90,404+283.9% | $79,858+334.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.49% | 71.94%-51.5pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $16,797 | $2,068+712.4% | $3,262+414.9% | $2,471+579.8% |
| Participant deferral / active EE | $10,689 | $2,938+263.8% | $3,963+169.7% | $3,740+185.8% |
| Admin fee / account holder | $5,495 | $3,976+38.2% | $5,611-2.1% | $5,306+3.6% |