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 | $354,294 | $105,998+234.2% | $92,233+284.1% | $147,584+140.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.90% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,365 | $4,333+70.0% | $3,679+100.2% | $4,876+51.0% |
| Participant deferral / active EE | $6,419 | $4,478+43.4% | $3,897+64.7% | $5,439+18.0% |
| Admin fee / account holder | $12,731 | $6,332+101.1% | $5,194+145.1% | $10,885+17.0% |