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 | $296,034 | $121,625+143.4% | $104,607+183.0% | $158,922+86.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.98% | 465.26%-448.3pp | 340.46%-323.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,068 | $3,163+28.6% | $2,681+51.7% | $4,761-14.6% |
| Participant deferral / active EE | $9,788 | $4,177+134.3% | $3,740+161.7% | $5,982+63.6% |
| Admin fee / account holder | $2,432 | $7,787-68.8% | $6,473-62.4% | $11,246-78.4% |