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 | $330,591 | $106,890+209.3% | $84,015+293.5% | $152,861+116.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.80% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,061 | $2,734-24.6% | $1,983+3.9% | $4,762-56.7% |
| Participant deferral / active EE | $7,314 | $4,011+82.3% | $3,239+125.8% | $5,850+25.0% |
| Admin fee / account holder | $2,291 | $8,285-72.3% | $6,101-62.4% | $11,596-80.2% |