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 | $486,835 | $75,828+542.0% | $147,614+229.8% | $59,632+716.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.64% | 0.37%+2.3pp | 61.98%-59.3pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $13,659 | $3,485+292.0% | $5,564+145.5% | $2,203+520.2% |
| Participant deferral / active EE | $8,443 | $3,130+169.7% | $4,895+72.5% | $3,192+164.5% |
| Admin fee / account holder | $12,693 | $5,985+112.1% | $11,611+9.3% | $4,297+195.4% |