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 | $363,960 | $83,826+334.2% | - | $147,584+146.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 22.66% | 26.57%-3.9pp | - | 578.55%-555.9pp |
| Employer contribution / active EE | $6,000 | $3,042+97.2% | - | $4,876+23.0% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $500 | $6,071-91.8% | - | $10,885-95.4% |