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 | $286,633 | $98,750+190.3% | $149,696+91.5% | $79,858+258.9% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | 22.97% | 27.43%-4.5pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,374 | $3,216-57.3% | $4,644-70.4% | $2,471-44.4% |
| Participant deferral / active EE | $10,607 | $5,680+86.7% | $6,842+55.0% | $3,740+183.6% |
| Admin fee / account holder | $23,246 | $6,053+284.1% | $9,309+149.7% | $5,306+338.1% |