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 | $326,333 | $105,998+207.9% | $92,233+253.8% | $147,584+121.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.99% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,278 | $4,333-1.3% | $3,679+16.3% | $4,876-12.3% |
| Participant deferral / active EE | $9,423 | $4,478+110.4% | $3,897+141.8% | $5,439+73.2% |
| Admin fee / account holder | $3,409 | $6,332-46.2% | $5,194-34.4% | $10,885-68.7% |