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 | $385,013 | $111,724+244.6% | $93,606+311.3% | $145,922+163.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.44% | 202.98%-185.5pp | 133.20%-115.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $10,689 | $3,090+246.0% | $2,420+341.7% | $4,660+129.4% |
| Participant deferral / active EE | $3,244 | $4,912-34.0% | $4,411-26.5% | $6,688-51.5% |
| Admin fee / account holder | $3,436 | $10,250-66.5% | $8,285-58.5% | $13,397-74.4% |