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 | $281,421 | $176,377+59.6% | $134,143+109.8% | $158,922+77.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 361.19% | 63.63%+297.6pp | 36.33%+324.9pp | 302.83%+58.4pp |
| Employer contribution / active EE | $9,450 | $5,040+87.5% | $3,704+155.1% | $4,761+98.5% |
| Participant deferral / active EE | $3,904 | $4,091-4.6% | $3,499+11.6% | $5,982-34.7% |
| Admin fee / account holder | $3,454 | $8,718-60.4% | $6,684-48.3% | $11,246-69.3% |