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 | $314,122 | $105,998+196.3% | $92,233+240.6% | $147,584+112.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.60% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,681 | $4,333+77.3% | $3,679+108.8% | $4,876+57.5% |
| Participant deferral / active EE | $6,008 | $4,478+34.2% | $3,897+54.2% | $5,439+10.5% |
| Admin fee / account holder | $5,384 | $6,332-15.0% | $5,194+3.7% | $10,885-50.5% |