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 5-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 | $323,091 | $108,919+196.6% | $100,391+221.8% | $145,922+121.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.81% | 57.88%-41.1pp | 49.20%-32.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,931 | $4,419-11.0% | $3,942-0.3% | $4,660-15.6% |
| Participant deferral / active EE | $13,833 | $8,445+63.8% | $8,082+71.2% | $6,688+106.8% |
| Admin fee / account holder | $89,539 | $9,689+824.2% | $7,899+1033.5% | $13,397+568.4% |