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 | $350,972 | $144,119+143.5% | $117,854+197.8% | $147,584+137.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.07% | 531.15%-516.1pp | 335.08%-320.0pp | 578.55%-563.5pp |
| Employer contribution / active EE | $5,333 | $4,896+8.9% | $3,786+40.9% | $4,876+9.4% |
| Participant deferral / active EE | $2,119 | $5,316-60.1% | $4,482-52.7% | $5,439-61.0% |
| Admin fee / account holder | $4,870 | $10,886-55.3% | $8,020-39.3% | $10,885-55.3% |