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 5-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 | $250,610 | $202,432+23.8% | $169,368+48.0% | $139,434+79.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.24% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,976 | $4,692-15.3% | $4,013-0.9% | $4,751-16.3% |
| Participant deferral / active EE | $19,302 | $6,938+178.2% | $6,221+210.3% | $6,710+187.7% |
| Admin fee / account holder | $2,730 | $10,708-74.5% | $9,003-69.7% | $11,403-76.1% |