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 | $262,255 | $138,065+90.0% | $123,544+112.3% | $135,375+93.7% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 2.50% | 153.68%-151.2pp | 119.20%-116.7pp | 519.73%-517.2pp |
| Employer contribution / active EE | $12,960 | $5,151+151.6% | $4,628+180.1% | $4,779+171.2% |
| Participant deferral / active EE | $8,595 | $6,799+26.4% | $6,426+33.8% | $5,609+53.2% |
| Admin fee / account holder | $821 | $10,916-92.5% | $9,284-91.2% | $10,827-92.4% |