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 | $354,428 | $178,174+98.9% | $156,181+126.9% | $137,256+158.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 32.81% | 84.19%-51.4pp | 64.87%-32.1pp | 220.34%-187.5pp |
| Employer contribution / active EE | $9,013 | $4,972+81.3% | $4,294+109.9% | $4,156+116.9% |
| Participant deferral / active EE | $15,500 | $6,888+125.0% | $6,132+152.8% | $6,407+141.9% |
| Admin fee / account holder | $3,086 | $17,404-82.3% | $14,586-78.8% | $12,270-74.9% |