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 | $303,333 | $107,334+182.6% | $92,893+226.5% | $152,861+98.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.31% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,998 | $4,221-5.3% | $3,653+9.5% | $4,762-16.0% |
| Participant deferral / active EE | $3,998 | $4,845-17.5% | $4,236-5.6% | $5,850-31.7% |
| Admin fee / account holder | $22,786 | $7,079+221.9% | $5,794+293.3% | $11,596+96.5% |