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 | $579,877 | $152,587+280.0% | $125,175+363.3% | $152,861+279.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.89% | 54.84%-36.9pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $6,000 | $4,946+21.3% | $3,865+55.2% | $4,762+26.0% |
| Participant deferral / active EE | $2,855 | $5,868-51.3% | $4,937-42.2% | $5,850-51.2% |
| Admin fee / account holder | $34,474 | $13,434+156.6% | $9,702+255.3% | $11,596+197.3% |