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 | $383,992 | $112,096+242.6% | $95,952+300.2% | $158,922+141.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.82% | 171.09%-163.3pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $17,494 | $3,198+447.0% | $2,541+588.5% | $4,761+267.4% |
| Participant deferral / active EE | $4,625 | $4,784-3.3% | $4,167+11.0% | $5,982-22.7% |
| Admin fee / account holder | $1,471 | $10,130-85.5% | $6,795-78.3% | $11,246-86.9% |