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 | $310,984 | $112,096+177.4% | $95,952+224.1% | $158,922+95.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.37% | 171.09%-148.7pp | 91.61%-69.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $9,303 | $3,198+190.9% | $2,541+266.1% | $4,761+95.4% |
| Participant deferral / active EE | $3,514 | $4,784-26.6% | $4,167-15.7% | $5,982-41.3% |
| Admin fee / account holder | $10,597 | $10,130+4.6% | $6,795+55.9% | $11,246-5.8% |