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 | $385,171 | $111,724+244.8% | $93,606+311.5% | $145,922+164.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 14.17% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,955 | $3,090+28.0% | $2,420+63.4% | $4,660-15.1% |
| Participant deferral / active EE | $5,321 | $4,912+8.3% | $4,411+20.6% | $6,688-20.4% |
| Admin fee / account holder | $37,938 | $10,250+270.1% | $8,285+357.9% | $13,397+183.2% |