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 | $269,299 | $102,317+163.2% | $146,958+83.2% | $80,856+233.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.94% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $12,201 | $3,713+228.6% | $4,933+147.3% | $2,755+342.9% |
| Participant deferral / active EE | $9,697 | $6,644+46.0% | $8,070+20.2% | $4,296+125.7% |
| Admin fee / account holder | $14,247 | $7,941+79.4% | $12,998+9.6% | $6,918+105.9% |