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 | $474,363 | $110,502+329.3% | $80,716+487.7% | $167,490+183.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.92% | 120.54%-107.6pp | 87.28%-74.4pp | 478.56%-465.6pp |
| Employer contribution / active EE | $21,222 | $1,543+1275.7% | $1,160+1729.4% | $4,837+338.7% |
| Participant deferral / active EE | $9,820 | $2,871+242.1% | $2,146+357.7% | $6,341+54.9% |
| Admin fee / account holder | $5,645 | $4,545+24.2% | $3,380+67.0% | $12,309-54.1% |