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 | $625,954 | $111,535+461.2% | $105,223+494.9% | $137,256+356.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $8,401 | $3,939+113.2% | $3,689+127.7% | $4,156+102.1% |
| Participant deferral / active EE | $4,897 | $5,500-11.0% | $5,072-3.4% | $6,407-23.6% |
| Admin fee / account holder | $6,855 | $9,721-29.5% | $8,859-22.6% | $12,270-44.1% |