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 | $317,926 | $105,998+199.9% | $92,233+244.7% | $147,584+115.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $15,143 | $4,333+249.5% | $3,679+311.6% | $4,876+210.5% |
| Participant deferral / active EE | $8,041 | $4,478+79.6% | $3,897+106.3% | $5,439+47.8% |
| Admin fee / account holder | $2,189 | $6,332-65.4% | $5,194-57.9% | $10,885-79.9% |