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 | $683,070 | $74,888+812.1% | $71,209+859.2% | $142,382+379.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.93% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,665 | $2,854-41.7% | $2,721-38.8% | $4,299-61.3% |
| Participant deferral / active EE | $3,229 | $4,454-27.5% | $4,175-22.7% | $6,507-50.4% |
| Admin fee / account holder | $11,688 | $5,568+109.9% | $5,349+118.5% | $12,624-7.4% |