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 | $416,691 | $106,890+289.8% | $84,015+396.0% | $152,861+172.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.48% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $37,000 | $2,734+1253.2% | $1,983+1765.4% | $4,762+676.9% |
| Participant deferral / active EE | $23,000 | $4,011+473.4% | $3,239+610.2% | $5,850+293.2% |
| Admin fee / account holder | $3,653 | $8,285-55.9% | $6,101-40.1% | $11,596-68.5% |