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 | $358,351 | $105,126+240.9% | $94,646+278.6% | $139,434+157.0% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 21.97% | 38.03%-16.1pp | 156.71%-134.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,684 | $4,106-34.6% | $3,672-26.9% | $4,751-43.5% |
| Participant deferral / active EE | $14,552 | $7,599+91.5% | $7,418+96.2% | $6,710+116.9% |
| Admin fee / account holder | $4,762 | $8,984-47.0% | $7,231-34.1% | $11,403-58.2% |