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 | $288,972 | $150,187+92.4% | $120,354+140.1% | $145,922+98.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.76% | 154.07%-143.3pp | 107.15%-96.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,274 | $4,348+90.3% | $3,463+139.0% | $4,660+77.6% |
| Participant deferral / active EE | $5,933 | $6,173-3.9% | $4,991+18.9% | $6,688-11.3% |
| Admin fee / account holder | $8,314 | $12,207-31.9% | $9,423-11.8% | $13,397-37.9% |