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 | $453,798 | $104,907+332.6% | $84,611+436.3% | $152,861+196.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.55% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $10,503 | $3,302+218.1% | $2,652+296.0% | $4,762+120.6% |
| Participant deferral / active EE | $17,779 | $4,688+279.3% | $3,899+356.0% | $5,850+203.9% |
| Admin fee / account holder | $6,610 | $6,241+5.9% | $4,912+34.6% | $11,596-43.0% |