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 | $251,814 | $111,724+125.4% | $93,606+169.0% | $145,922+72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.31% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,083 | $3,090+64.5% | $2,420+110.0% | $4,660+9.1% |
| Participant deferral / active EE | $9,795 | $4,912+99.4% | $4,411+122.0% | $6,688+46.5% |
| Admin fee / account holder | $5,336 | $10,250-47.9% | $8,285-35.6% | $13,397-60.2% |