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 | $287,114 | $129,217+122.2% | $93,406+207.4% | $158,922+80.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 4.85% | 118.21%-113.4pp | 78.05%-73.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $7,530 | $2,711+177.7% | $2,075+262.9% | $4,761+58.2% |
| Participant deferral / active EE | $7,213 | $3,909+84.5% | $3,126+130.8% | $5,982+20.6% |
| Admin fee / account holder | $6,375 | $7,383-13.6% | $5,230+21.9% | $11,246-43.3% |