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 | $275,593 | $102,317+169.4% | $146,958+87.5% | $80,856+240.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.41% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,699 | $3,713+26.6% | $4,933-4.7% | $2,755+70.6% |
| Participant deferral / active EE | $10,441 | $6,644+57.2% | $8,070+29.4% | $4,296+143.1% |
| Admin fee / account holder | $11,341 | $7,941+42.8% | $12,998-12.8% | $6,918+63.9% |