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 | $314,184 | $102,966+205.1% | $90,281+248.0% | $152,861+105.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.81% | 95.16%-79.4pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,048 | $3,139+60.8% | $2,854+76.8% | $4,762+6.0% |
| Participant deferral / active EE | $10,600 | $4,281+147.6% | $3,885+172.8% | $5,850+81.2% |
| Admin fee / account holder | $109,338 | $6,171+1671.9% | $5,351+1943.2% | $11,596+842.9% |