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 | $302,611 | $102,317+195.8% | $146,958+105.9% | $80,856+274.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.07% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,391 | $3,713+18.2% | $4,933-11.0% | $2,755+59.4% |
| Participant deferral / active EE | $10,091 | $6,644+51.9% | $8,070+25.0% | $4,296+134.9% |
| Admin fee / account holder | $31,627 | $7,941+298.3% | $12,998+143.3% | $6,918+357.2% |