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 | $290,274 | $105,998+173.8% | $92,233+214.7% | $147,584+96.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.05% | 50.05%-40.0pp | 176.28%-166.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $5,018 | $4,333+15.8% | $3,679+36.4% | $4,876+2.9% |
| Participant deferral / active EE | $12,771 | $4,478+185.2% | $3,897+227.7% | $5,439+134.8% |
| Admin fee / account holder | $766 | $6,332-87.9% | $5,194-85.3% | $10,885-93.0% |