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 | $333,145 | $75,828+339.3% | $147,614+125.7% | $59,632+458.7% |
| Participation rate | 91.9% | 71.6%+20.3pp | 84.6%+7.3pp | 68.7%+23.2pp |
| Annual return | -0.14% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $12,003 | $3,485+244.5% | $5,564+115.7% | $2,203+444.9% |
| Participant deferral / active EE | $4,674 | $3,130+49.3% | $4,895-4.5% | $3,192+46.4% |
| Admin fee / account holder | $1,418 | $5,985-76.3% | $11,611-87.8% | $4,297-67.0% |