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 | $307,745 | $105,998+190.3% | $92,233+233.7% | $147,584+108.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.18% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,887 | $4,333+35.9% | $3,679+60.0% | $4,876+20.7% |
| Participant deferral / active EE | $7,651 | $4,478+70.9% | $3,897+96.3% | $5,439+40.7% |
| Admin fee / account holder | $1,352 | $6,332-78.7% | $5,194-74.0% | $10,885-87.6% |