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 | $283,116 | $144,119+96.4% | $117,854+140.2% | $147,584+91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.61% | 531.15%-513.5pp | 335.08%-317.5pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,585 | $4,896-6.4% | $3,786+21.1% | $4,876-6.0% |
| Participant deferral / active EE | $8,113 | $5,316+52.6% | $4,482+81.0% | $5,439+49.2% |
| Admin fee / account holder | $4,203 | $10,886-61.4% | $8,020-47.6% | $10,885-61.4% |