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 | $345,696 | $108,642+218.2% | $74,701+362.8% | $152,861+126.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 17.85% | 114.06%-96.2pp | 752.92%-735.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $21,303 | $1,503+1317.5% | $1,084+1866.0% | $4,762+347.3% |
| Participant deferral / active EE | $9,286 | $2,712+242.4% | $1,964+372.9% | $5,850+58.7% |
| Admin fee / account holder | $5,172 | $4,902+5.5% | $3,333+55.2% | $11,596-55.4% |