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 | $326,311 | $102,616+218.0% | $81,983+298.0% | $158,922+105.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 39.74% | 61.04%-21.3pp | 41.31%-1.6pp | 302.83%-263.1pp |
| Employer contribution / active EE | $2,053 | $3,240-36.6% | $2,498-17.8% | $4,761-56.9% |
| Participant deferral / active EE | $8,329 | $4,648+79.2% | $3,722+123.8% | $5,982+39.2% |
| Admin fee / account holder | $81,869 | $8,235+894.2% | $5,664+1345.5% | $11,246+628.0% |