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 | $292,015 | $111,724+161.4% | $93,606+212.0% | $145,922+100.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.37% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,750 | $3,090+21.4% | $2,420+55.0% | $4,660-19.5% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $4,411+81.3% | $6,688+19.6% |
| Admin fee / account holder | $6,850 | $10,250-33.2% | $8,285-17.3% | $13,397-48.9% |