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 | $299,750 | $105,998+182.8% | $92,233+225.0% | $147,584+103.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,771 | $4,333-36.0% | $3,679-24.7% | $4,876-43.2% |
| Participant deferral / active EE | $2,818 | $4,478-37.1% | $3,897-27.7% | $5,439-48.2% |
| Admin fee / account holder | $9,120 | $6,332+44.0% | $5,194+75.6% | $10,885-16.2% |