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 | $338,722 | $104,907+222.9% | $84,611+300.3% | $152,861+121.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.70% | 373.79%-351.1pp | 258.74%-236.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,558 | $3,302+128.9% | $2,652+185.0% | $4,762+58.7% |
| Participant deferral / active EE | $19,096 | $4,688+307.4% | $3,899+389.8% | $5,850+226.4% |
| Admin fee / account holder | $164,930 | $6,241+2542.8% | $4,912+3257.5% | $11,596+1322.2% |