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 | $367,327 | $91,190+302.8% | $178,490+105.8% | $79,858+360.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.97% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $12,826 | $3,256+294.0% | $5,011+156.0% | $2,471+419.1% |
| Participant deferral / active EE | $1,554 | $3,236-52.0% | $5,202-70.1% | $3,740-58.4% |
| Admin fee / account holder | $37,706 | $6,751+458.5% | $13,984+169.6% | $5,306+610.6% |