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 | $757,428 | $152,587+396.4% | $125,175+505.1% | $152,861+395.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.00% | 54.84%-30.8pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $10,819 | $4,946+118.7% | $3,865+179.9% | $4,762+127.2% |
| Participant deferral / active EE | $3,822 | $5,868-34.9% | $4,937-22.6% | $5,850-34.7% |
| Admin fee / account holder | $119,578 | $13,434+790.1% | $9,702+1132.5% | $11,596+931.2% |