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 | $268,250 | $168,632+59.1% | $147,614+81.7% | $125,391+113.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.99% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $7,899 | $6,252+26.3% | $5,564+41.9% | $4,866+62.3% |
| Participant deferral / active EE | $3,750 | $5,507-31.9% | $4,895-23.4% | $5,352-29.9% |
| Admin fee / account holder | $2,859 | $13,580-78.9% | $11,611-75.4% | $9,540-70.0% |