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 | $275,048 | $126,574+117.3% | $106,213+159.0% | $145,922+88.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.34% | 224.79%-209.4pp | 116.14%-100.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,956 | $3,730-20.7% | $3,171-6.8% | $4,660-36.6% |
| Participant deferral / active EE | $9,728 | $5,724+70.0% | $5,016+93.9% | $6,688+45.5% |
| Admin fee / account holder | $28,922 | $17,304+67.1% | $11,033+162.1% | $13,397+115.9% |