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 | $444,441 | $144,119+208.4% | $117,854+277.1% | $147,584+201.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.05% | 531.15%-516.1pp | 335.08%-320.0pp | 578.55%-563.5pp |
| Employer contribution / active EE | $7,617 | $4,896+55.6% | $3,786+101.2% | $4,876+56.2% |
| Participant deferral / active EE | $6,190 | $5,316+16.4% | $4,482+38.1% | $5,439+13.8% |
| Admin fee / account holder | $1,802 | $10,886-83.4% | $8,020-77.5% | $10,885-83.4% |