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 | $391,307 | $105,998+269.2% | $92,233+324.3% | $147,584+165.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.13% | 50.05%-37.9pp | 176.28%-164.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $18,911 | $4,333+336.4% | $3,679+414.0% | $4,876+287.8% |
| Participant deferral / active EE | $5,967 | $4,478+33.3% | $3,897+53.1% | $5,439+9.7% |
| Admin fee / account holder | $4,894 | $6,332-22.7% | $5,194-5.8% | $10,885-55.0% |