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 | $274,873 | $102,317+168.6% | $146,958+87.0% | $80,856+240.0% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 16.26% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,215 | $3,713-67.3% | $4,933-75.4% | $2,755-55.9% |
| Participant deferral / active EE | $11,421 | $6,644+71.9% | $8,070+41.5% | $4,296+165.9% |
| Admin fee / account holder | $1,374 | $7,941-82.7% | $12,998-89.4% | $6,918-80.1% |