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 | $341,225 | $126,574+169.6% | $106,213+221.3% | $145,922+133.8% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 17.16% | 224.79%-207.6pp | 116.14%-99.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,667 | $3,730+25.1% | $3,171+47.1% | $4,660+0.2% |
| Participant deferral / active EE | $7,805 | $5,724+36.4% | $5,016+55.6% | $6,688+16.7% |
| Admin fee / account holder | $25,582 | $17,304+47.8% | $11,033+131.9% | $13,397+91.0% |