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 | $255,826 | $105,998+141.4% | $92,233+177.4% | $147,584+73.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.21% | 50.05%-29.8pp | 176.28%-156.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $8,972 | $4,333+107.1% | $3,679+143.9% | $4,876+84.0% |
| Participant deferral / active EE | $6,992 | $4,478+56.2% | $3,897+79.4% | $5,439+28.6% |
| Admin fee / account holder | $1,753 | $6,332-72.3% | $5,194-66.2% | $10,885-83.9% |