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 | $254,274 | $88,751+186.5% | $81,812+210.8% | $145,922+74.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.58% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,864 | $3,083-7.1% | $2,912-1.7% | $4,660-38.5% |
| Participant deferral / active EE | $4,646 | $4,643+0.1% | $4,319+7.6% | $6,688-30.5% |
| Admin fee / account holder | $57,196 | $8,415+579.7% | $7,386+674.4% | $13,397+326.9% |