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 | $259,686 | $102,317+153.8% | $146,958+76.7% | $80,856+221.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.55% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $3,631 | $3,713-2.2% | $4,933-26.4% | $2,755+31.8% |
| Participant deferral / active EE | $11,551 | $6,644+73.9% | $8,070+43.1% | $4,296+168.9% |
| Admin fee / account holder | $23,938 | $7,941+201.4% | $12,998+84.2% | $6,918+246.0% |