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 | $340,795 | $114,047+198.8% | $96,139+254.5% | $167,490+103.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 18.94% | 189.88%-170.9pp | 191.94%-173.0pp | 478.56%-459.6pp |
| Employer contribution / active EE | $3,587 | $3,427+4.7% | $2,797+28.3% | $4,837-25.8% |
| Participant deferral / active EE | $8,773 | $5,194+68.9% | $4,349+101.7% | $6,341+38.3% |
| Admin fee / account holder | $6,836 | $6,897-0.9% | $5,537+23.5% | $12,309-44.5% |