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 | $269,550 | $106,890+152.2% | $84,015+220.8% | $152,861+76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.68% | 104.99%-77.3pp | 71.31%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $720 | $2,734-73.7% | $1,983-63.7% | $4,762-84.9% |
| Participant deferral / active EE | $9,000 | $4,011+124.4% | $3,239+177.9% | $5,850+53.8% |
| Admin fee / account holder | $38,934 | $8,285+369.9% | $6,101+538.2% | $11,596+235.7% |