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 | $453,725 | $105,998+328.1% | $92,233+391.9% | $147,584+207.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.60% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,976 | $4,333+14.8% | $3,679+35.2% | $4,876+2.0% |
| Participant deferral / active EE | $7,365 | $4,478+64.5% | $3,897+89.0% | $5,439+35.4% |
| Admin fee / account holder | $2,306 | $6,332-63.6% | $5,194-55.6% | $10,885-78.8% |