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 | $250,397 | $99,877+150.7% | $84,966+194.7% | $145,922+71.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,494 | $3,231-22.8% | $2,727-8.5% | $4,660-46.5% |
| Participant deferral / active EE | $19,680 | $5,291+272.0% | $4,519+335.5% | $6,688+194.3% |
| Admin fee / account holder | $2,272 | $7,248-68.7% | $6,149-63.0% | $13,397-83.0% |