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 | $341,131 | $105,998+221.8% | $92,233+269.9% | $147,584+131.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.98% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,165 | $4,333-50.0% | $3,679-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $8,757 | $4,478+95.6% | $3,897+124.7% | $5,439+61.0% |
| Admin fee / account holder | $4,962 | $6,332-21.6% | $5,194-4.5% | $10,885-54.4% |