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 | $290,873 | $83,902+246.7% | $167,512+73.6% | $84,808+243.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.31% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,099 | $2,264+125.3% | $3,882+31.4% | $2,631+93.8% |
| Participant deferral / active EE | $4,796 | $4,442+8.0% | $6,405-25.1% | $4,212+13.9% |
| Admin fee / account holder | $5,249 | $7,915-33.7% | $9,769-46.3% | $7,344-28.5% |