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 | $256,148 | $105,181+143.5% | $159,436+60.7% | $85,850+198.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.09% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $4,408 | $3,318+32.8% | $4,829-8.7% | $2,565+71.8% |
| Participant deferral / active EE | $14,698 | $5,945+147.2% | $7,352+99.9% | $3,952+271.9% |
| Admin fee / account holder | $4,550 | $6,933-34.4% | $10,799-57.9% | $6,260-27.3% |