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 | $254,969 | $102,317+149.2% | $146,958+73.5% | $80,856+215.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.59% | 134.76%-118.2pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $11,412 | $3,713+207.3% | $4,933+131.3% | $2,755+314.3% |
| Participant deferral / active EE | $8,471 | $6,644+27.5% | $8,070+5.0% | $4,296+97.2% |
| Admin fee / account holder | $10,048 | $7,941+26.5% | $12,998-22.7% | $6,918+45.2% |