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 | $252,990 | $126,574+99.9% | $106,213+138.2% | $145,922+73.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 24.39% | 224.79%-200.4pp | 116.14%-91.8pp | 561.29%-536.9pp |
| Employer contribution / active EE | $7,035 | $3,730+88.6% | $3,171+121.8% | $4,660+51.0% |
| Participant deferral / active EE | $5,594 | $5,724-2.3% | $5,016+11.5% | $6,688-16.3% |
| Admin fee / account holder | $89,876 | $17,304+419.4% | $11,033+714.6% | $13,397+570.9% |