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 | $282,474 | $102,317+176.1% | $146,958+92.2% | $80,856+249.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $12,556 | $3,713+238.2% | $4,933+154.5% | $2,755+355.8% |
| Participant deferral / active EE | $9,581 | $6,644+44.2% | $8,070+18.7% | $4,296+123.0% |
| Admin fee / account holder | $4,833 | $7,941-39.1% | $12,998-62.8% | $6,918-30.1% |