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 | $285,951 | $111,724+155.9% | $93,606+205.5% | $145,922+96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.31% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $11,077 | $3,090+258.5% | $2,420+357.8% | $4,660+137.7% |
| Participant deferral / active EE | $8,531 | $4,912+73.7% | $4,411+93.4% | $6,688+27.6% |
| Admin fee / account holder | $1,697 | $10,250-83.4% | $8,285-79.5% | $13,397-87.3% |