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 | $263,693 | $72,400+264.2% | $67,502+290.6% | $145,922+80.7% |
| Participation rate | 84.6% | 76.9%+7.8pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 10.50% | 7182.46%-7172.0pp | 3512.12%-3501.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,704 | $3,069-11.9% | $2,731-1.0% | $4,660-42.0% |
| Participant deferral / active EE | $3,825 | $4,783-20.0% | $4,000-4.4% | $6,688-42.8% |
| Admin fee / account holder | $27,284 | $5,539+392.6% | $3,998+582.5% | $13,397+103.7% |