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 | $268,730 | $118,849+126.1% | $96,562+178.3% | $167,490+60.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 12.12% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $9,195 | $3,120+194.7% | $2,356+290.2% | $4,837+90.1% |
| Participant deferral / active EE | $4,499 | $4,616-2.5% | $3,849+16.9% | $6,341-29.1% |
| Admin fee / account holder | $73,272 | $8,065+808.5% | $6,181+1085.5% | $12,309+495.3% |