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 | $298,134 | $102,317+191.4% | $146,958+102.9% | $80,856+268.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,034 | $3,713+35.6% | $4,933+2.0% | $2,755+82.7% |
| Participant deferral / active EE | $12,124 | $6,644+82.5% | $8,070+50.2% | $4,296+182.2% |
| Admin fee / account holder | $45,009 | $7,941+466.8% | $12,998+246.3% | $6,918+550.6% |