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 | $352,255 | $106,890+229.5% | $84,015+319.3% | $152,861+130.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.19% | 104.99%-87.8pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $17,949 | $2,734+556.5% | $1,983+805.0% | $4,762+276.9% |
| Participant deferral / active EE | $5,932 | $4,011+47.9% | $3,239+83.1% | $5,850+1.4% |
| Admin fee / account holder | $16,190 | $8,285+95.4% | $6,101+165.4% | $11,596+39.6% |