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 | $312,531 | $106,890+192.4% | $84,015+272.0% | $152,861+104.5% |
| Participation rate | 89.5% | 75.2%+14.2pp | 69.0%+20.5pp | 82.4%+7.0pp |
| Annual return | 24.05% | 104.99%-80.9pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,242 | $2,734+128.3% | $1,983+214.7% | $4,762+31.1% |
| Participant deferral / active EE | $12,987 | $4,011+223.8% | $3,239+301.0% | $5,850+122.0% |
| Admin fee / account holder | $10,768 | $8,285+30.0% | $6,101+76.5% | $11,596-7.1% |