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 | $258,465 | $96,305+168.4% | $80,569+220.8% | $139,434+85.4% |
| Participation rate | 84.6% | 73.6%+11.0pp | 67.0%+17.6pp | 80.3%+4.3pp |
| Annual return | 13.74% | 1350.08%-1336.3pp | 935.43%-921.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,186 | $3,262+59.0% | $2,723+90.4% | $4,751+9.2% |
| Participant deferral / active EE | $10,898 | $5,232+108.3% | $4,447+145.0% | $6,710+62.4% |
| Admin fee / account holder | $39,154 | $6,599+493.4% | $5,377+628.2% | $11,403+243.4% |