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 | $295,935 | $71,809+312.1% | $61,048+384.8% | $152,861+93.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 24.89% | 29.74%-4.9pp | 26.18%-1.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $28,855 | $4,545+534.9% | $3,716+676.4% | $4,762+505.9% |
| Participant deferral / active EE | $11,500 | $5,467+110.4% | $4,470+157.2% | $5,850+96.6% |
| Admin fee / account holder | $1,060 | $4,750-77.7% | $3,728-71.6% | $11,596-90.9% |