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 | $374,874 | $133,922+179.9% | $116,228+222.5% | $142,382+163.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.67% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,714 | $3,446+65.8% | $2,994+90.8% | $4,299+32.9% |
| Participant deferral / active EE | $7,081 | $5,672+24.8% | $4,953+43.0% | $6,507+8.8% |
| Admin fee / account holder | $4,436 | $14,945-70.3% | $11,989-63.0% | $12,624-64.9% |