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 | $337,624 | $99,079+240.8% | $77,999+332.9% | $273,961+23.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.76% | 217.93%-209.2pp | 425.96%-417.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,388 | $3,308+2.4% | $2,470+37.2% | $4,869-30.4% |
| Participant deferral / active EE | $6,240 | $4,306+44.9% | $3,497+78.4% | $5,287+18.0% |
| Admin fee / account holder | $275,201 | $8,954+2973.5% | $5,480+4921.5% | $10,132+2616.2% |