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 | $277,867 | $106,890+160.0% | $84,015+230.7% | $152,861+81.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 12.80% | 104.99%-92.2pp | 71.31%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $4,775 | $2,734+74.6% | $1,983+140.8% | $4,762+0.3% |
| Participant deferral / active EE | $5,147 | $4,011+28.3% | $3,239+58.9% | $5,850-12.0% |
| Admin fee / account holder | $97,006 | $8,285+1070.8% | $6,101+1490.1% | $11,596+736.5% |