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 | $338,672 | $105,998+219.5% | $92,233+267.2% | $147,584+129.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.64% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $13,485 | $4,333+211.2% | $3,679+266.5% | $4,876+176.5% |
| Participant deferral / active EE | $7,416 | $4,478+65.6% | $3,897+90.3% | $5,439+36.4% |
| Admin fee / account holder | $12,008 | $6,332+89.6% | $5,194+131.2% | $10,885+10.3% |