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 | $336,499 | $99,652+237.7% | $78,778+327.1% | $147,584+128.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.57% | 47.28%-36.7pp | 35.62%-25.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $15,106 | $2,796+440.4% | $1,986+660.8% | $4,876+209.8% |
| Participant deferral / active EE | $4,471 | $3,664+22.0% | $2,958+51.1% | $5,439-17.8% |
| Admin fee / account holder | $3,156 | $7,155-55.9% | $5,134-38.5% | $10,885-71.0% |