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 | $251,307 | $96,635+160.1% | $86,612+190.2% | $139,434+80.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.94% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,634 | $3,263+42.0% | $3,022+53.3% | $4,751-2.5% |
| Participant deferral / active EE | $4,629 | $4,836-4.3% | $4,438+4.3% | $6,710-31.0% |
| Admin fee / account holder | $1,351 | $6,408-78.9% | $5,614-75.9% | $11,403-88.2% |