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 | $287,935 | $102,317+181.4% | $146,958+95.9% | $80,856+256.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,392 | $3,713+18.3% | $4,933-11.0% | $2,755+59.4% |
| Participant deferral / active EE | $9,306 | $6,644+40.1% | $8,070+15.3% | $4,296+116.6% |
| Admin fee / account holder | $54,850 | $7,941+590.7% | $12,998+322.0% | $6,918+692.9% |