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 | $283,319 | $102,966+175.2% | $90,281+213.8% | $152,861+85.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 18.49% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $13,155 | $3,139+319.1% | $2,854+360.9% | $4,762+176.2% |
| Participant deferral / active EE | $3,674 | $4,281-14.2% | $3,885-5.4% | $5,850-37.2% |
| Admin fee / account holder | $43,579 | $6,171+606.2% | $5,351+714.4% | $11,596+275.8% |