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 | $282,777 | $75,828+272.9% | $147,614+91.6% | $59,632+374.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.81% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $4,000 | $3,485+14.8% | $5,564-28.1% | $2,203+81.6% |
| Participant deferral / active EE | $2,193 | $3,130-29.9% | $4,895-55.2% | $3,192-31.3% |
| Admin fee / account holder | $10,643 | $5,985+77.8% | $11,611-8.3% | $4,297+147.7% |