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 | $660,401 | $108,172+510.5% | $77,482+752.3% | $158,922+315.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 5.61% | 31.67%-26.1pp | 54.79%-49.2pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,940 | $1,325+121.9% | $986+198.0% | $4,761-38.3% |
| Participant deferral / active EE | $28,025 | $2,456+1041.0% | $1,861+1405.8% | $5,982+368.5% |
| Admin fee / account holder | $55,537 | $3,708+1397.9% | $2,858+1843.4% | $11,246+393.9% |