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 | $444,841 | $99,652+346.4% | $78,778+464.7% | $147,584+201.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.97% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,201 | $2,796-21.3% | $1,986+10.8% | $4,876-54.9% |
| Participant deferral / active EE | $8,596 | $3,664+134.6% | $2,958+190.6% | $5,439+58.1% |
| Admin fee / account holder | $5,055 | $7,155-29.3% | $5,134-1.5% | $10,885-53.6% |