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 | $288,907 | $105,998+172.6% | $92,233+213.2% | $147,584+95.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.22% | 50.05%-26.8pp | 176.28%-153.1pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,158 | $4,333-50.2% | $3,679-41.3% | $4,876-55.7% |
| Participant deferral / active EE | $8,192 | $4,478+82.9% | $3,897+110.2% | $5,439+50.6% |
| Admin fee / account holder | $35,061 | $6,332+453.7% | $5,194+575.1% | $10,885+222.1% |