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 | $339,439 | $102,317+231.8% | $146,958+131.0% | $80,856+319.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.04% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $12,414 | $3,713+234.3% | $4,933+151.7% | $2,755+350.6% |
| Participant deferral / active EE | $12,051 | $6,644+81.4% | $8,070+49.3% | $4,296+180.5% |
| Admin fee / account holder | $6,627 | $7,941-16.6% | $12,998-49.0% | $6,918-4.2% |