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 | $327,990 | $105,998+209.4% | $92,233+255.6% | $147,584+122.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.20% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $9,640 | $4,333+122.5% | $3,679+162.0% | $4,876+97.7% |
| Participant deferral / active EE | $10,686 | $4,478+138.6% | $3,897+174.2% | $5,439+96.5% |
| Admin fee / account holder | $13,482 | $6,332+112.9% | $5,194+159.6% | $10,885+23.9% |