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 | $688,775 | $102,382+572.7% | $147,005+368.5% | $80,874+751.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.60% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,240 | $3,715-39.7% | $4,934-54.6% | $2,756-18.7% |
| Participant deferral / active EE | $7,386 | $6,646+11.1% | $8,070-8.5% | $4,297+71.9% |
| Admin fee / account holder | $69,048 | $7,942+769.4% | $13,006+430.9% | $6,935+895.6% |