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 | $262,582 | $105,998+147.7% | $92,233+184.7% | $147,584+77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.20% | 50.05%-39.8pp | 176.28%-166.1pp | 578.55%-568.3pp |
| Employer contribution / active EE | $5,882 | $4,333+35.8% | $3,679+59.9% | $4,876+20.6% |
| Participant deferral / active EE | $5,129 | $4,478+14.5% | $3,897+31.6% | $5,439-5.7% |
| Admin fee / account holder | $35,558 | $6,332+461.5% | $5,194+584.7% | $10,885+226.7% |