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 | $354,589 | $102,317+246.6% | $146,958+141.3% | $80,856+338.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $16,973 | $3,713+357.1% | $4,933+244.1% | $2,755+516.1% |
| Participant deferral / active EE | $13,234 | $6,644+99.2% | $8,070+64.0% | $4,296+208.1% |
| Admin fee / account holder | $15,778 | $7,941+98.7% | $12,998+21.4% | $6,918+128.1% |