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 | $449,784 | $105,998+324.3% | $92,233+387.7% | $147,584+204.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.25% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,896 | $4,333+13.0% | $3,679+33.1% | $4,876+0.4% |
| Participant deferral / active EE | $15,369 | $4,478+243.2% | $3,897+294.4% | $5,439+182.6% |
| Admin fee / account holder | $10,188 | $6,332+60.9% | $5,194+96.2% | $10,885-6.4% |