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 | $280,713 | $102,317+174.4% | $146,958+91.0% | $80,856+247.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.83% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $12,762 | $3,713+243.7% | $4,933+158.7% | $2,755+363.3% |
| Participant deferral / active EE | $10,326 | $6,644+55.4% | $8,070+28.0% | $4,296+140.4% |
| Admin fee / account holder | $5,275 | $7,941-33.6% | $12,998-59.4% | $6,918-23.7% |