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 | $448,411 | $111,724+301.4% | $93,606+379.0% | $145,922+207.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.06% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $7,143 | $3,090+131.2% | $2,420+195.2% | $4,660+53.3% |
| Participant deferral / active EE | $2,681 | $4,912-45.4% | $4,411-39.2% | $6,688-59.9% |
| Admin fee / account holder | $11,370 | $10,250+10.9% | $8,285+37.2% | $13,397-15.1% |