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 | $394,845 | $105,998+272.5% | $92,233+328.1% | $147,584+167.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.13% | 50.05%-37.9pp | 176.28%-164.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,895 | $4,333-33.2% | $3,679-21.3% | $4,876-40.6% |
| Participant deferral / active EE | $3,683 | $4,478-17.8% | $3,897-5.5% | $5,439-32.3% |
| Admin fee / account holder | $592 | $6,332-90.6% | $5,194-88.6% | $10,885-94.6% |