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 | $421,014 | $102,547+310.6% | $78,210+438.3% | $147,584+185.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.19% | 51.08%-40.9pp | 40.90%-30.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $6,667 | $2,617+154.8% | $2,034+227.8% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,027 | $5,059+78.4% | $3,758+140.2% | $10,885-17.1% |