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 | $394,920 | $106,890+269.5% | $84,015+370.1% | $152,861+158.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.80% | 104.99%-83.2pp | 71.31%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $17,551 | $2,734+541.9% | $1,983+784.9% | $4,762+268.5% |
| Participant deferral / active EE | $10,465 | $4,011+160.9% | $3,239+223.1% | $5,850+78.9% |
| Admin fee / account holder | $5,375 | $8,285-35.1% | $6,101-11.9% | $11,596-53.6% |