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 | $272,447 | $107,934+152.4% | $91,989+196.2% | $152,861+78.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.97% | 89.24%-69.3pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $15,946 | $4,210+278.8% | $3,452+362.0% | $4,762+234.8% |
| Participant deferral / active EE | $8,782 | $6,364+38.0% | $5,923+48.3% | $5,850+50.1% |
| Admin fee / account holder | $1,823 | $10,520-82.7% | $7,743-76.5% | $11,596-84.3% |