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 | $351,089 | $106,890+228.5% | $84,015+317.9% | $152,861+129.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.63% | 104.99%-93.4pp | 71.31%-59.7pp | 345.32%-333.7pp |
| Employer contribution / active EE | $3,083 | $2,734+12.8% | $1,983+55.4% | $4,762-35.3% |
| Participant deferral / active EE | $13,247 | $4,011+230.2% | $3,239+309.0% | $5,850+126.4% |
| Admin fee / account holder | $2,131 | $8,285-74.3% | $6,101-65.1% | $11,596-81.6% |