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 | $380,559 | $108,919+249.4% | $100,391+279.1% | $145,922+160.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.68% | 57.88%-33.2pp | 49.20%-24.5pp | 561.29%-536.6pp |
| Employer contribution / active EE | $4,068 | $4,419-8.0% | $3,942+3.2% | $4,660-12.7% |
| Participant deferral / active EE | $10,576 | $8,445+25.2% | $8,082+30.9% | $6,688+58.1% |
| Admin fee / account holder | $8,526 | $9,689-12.0% | $7,899+7.9% | $13,397-36.4% |