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 | $435,076 | $102,317+325.2% | $146,958+196.1% | $80,856+438.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.62% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,938 | $3,713-20.9% | $4,933-40.4% | $2,755+6.6% |
| Participant deferral / active EE | $9,843 | $6,644+48.2% | $8,070+22.0% | $4,296+129.1% |
| Admin fee / account holder | $17,676 | $7,941+122.6% | $12,998+36.0% | $6,918+155.5% |