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 | $306,824 | $105,998+189.5% | $92,233+232.7% | $147,584+107.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.61% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,406 | $4,333-21.4% | $3,679-7.4% | $4,876-30.2% |
| Participant deferral / active EE | $7,772 | $4,478+73.6% | $3,897+99.5% | $5,439+42.9% |
| Admin fee / account holder | $4,202 | $6,332-33.6% | $5,194-19.1% | $10,885-61.4% |