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 | $253,079 | $111,724+126.5% | $93,606+170.4% | $145,922+73.4% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 12.52% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,373 | $3,090+106.3% | $2,420+163.4% | $4,660+36.8% |
| Participant deferral / active EE | $7,222 | $4,912+47.0% | $4,411+63.7% | $6,688+8.0% |
| Admin fee / account holder | $28,170 | $10,250+174.8% | $8,285+240.0% | $13,397+110.3% |