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 | $355,220 | $74,888+374.3% | $71,209+398.8% | $142,382+149.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.68% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,819 | $2,854+33.8% | $2,721+40.3% | $4,299-11.2% |
| Participant deferral / active EE | $12,174 | $4,454+173.3% | $4,175+191.6% | $6,507+87.1% |
| Admin fee / account holder | $1,542 | $5,568-72.3% | $5,349-71.2% | $12,624-87.8% |