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 | $313,690 | $75,828+313.7% | $147,614+112.5% | $59,632+426.0% |
| Participation rate | 95.6% | 71.6%+24.0pp | 84.6%+10.9pp | 68.7%+26.9pp |
| Annual return | -0.71% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $8,500 | $3,485+143.9% | $5,564+52.8% | $2,203+285.9% |
| Participant deferral / active EE | $5,310 | $3,130+69.6% | $4,895+8.5% | $3,192+66.4% |
| Admin fee / account holder | $5,136 | $5,985-14.2% | $11,611-55.8% | $4,297+19.5% |