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 | $276,435 | $144,119+91.8% | $117,854+134.6% | $147,584+87.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.56% | 531.15%-519.6pp | 335.08%-323.5pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,287 | $4,896-53.3% | $3,786-39.6% | $4,876-53.1% |
| Participant deferral / active EE | $7,507 | $5,316+41.2% | $4,482+67.5% | $5,439+38.0% |
| Admin fee / account holder | $3,263 | $10,886-70.0% | $8,020-59.3% | $10,885-70.0% |