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 9-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 | $265,270 | $155,788+70.3% | $124,672+112.8% | $167,490+58.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.75% | 17.97%-7.2pp | 5142.93%-5132.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,200 | $4,163-71.2% | $3,324-63.9% | $4,837-75.2% |
| Participant deferral / active EE | $2,216 | $5,673-60.9% | $4,614-52.0% | $6,341-65.0% |
| Admin fee / account holder | $4,800 | $9,531-49.6% | $7,493-35.9% | $12,309-61.0% |