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 | $253,103 | $135,635+86.6% | $110,238+129.6% | $135,375+87.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.87% | 513.19%-511.3pp | 314.74%-312.9pp | 519.73%-517.9pp |
| Employer contribution / active EE | $3,867 | $4,906-21.2% | $3,826+1.1% | $4,779-19.1% |
| Participant deferral / active EE | $3,750 | $5,506-31.9% | $4,672-19.7% | $5,609-33.1% |
| Admin fee / account holder | $573 | $11,457-95.0% | $8,547-93.3% | $10,827-94.7% |