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 | $443,652 | $102,317+333.6% | $146,958+201.9% | $80,856+448.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.71% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,113 | $3,713+91.6% | $4,933+44.2% | $2,755+158.2% |
| Participant deferral / active EE | $11,866 | $6,644+78.6% | $8,070+47.0% | $4,296+176.2% |
| Admin fee / account holder | $7,763 | $7,941-2.2% | $12,998-40.3% | $6,918+12.2% |