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 | $406,849 | $115,770+251.4% | $101,248+301.8% | $158,922+156.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.46% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,521 | $4,175+8.3% | $3,660+23.5% | $4,761-5.0% |
| Participant deferral / active EE | $9,009 | $4,957+81.7% | $4,370+106.1% | $5,982+50.6% |
| Admin fee / account holder | $4,806 | $7,245-33.7% | $5,945-19.2% | $11,246-57.3% |