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 | $319,969 | $107,934+196.5% | $91,989+247.8% | $152,861+109.3% |
| Participation rate | 94.7% | 81.2%+13.6pp | 78.6%+16.1pp | 82.4%+12.3pp |
| Annual return | 20.11% | 89.24%-69.1pp | 69.02%-48.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,470 | $4,210+101.2% | $3,452+145.4% | $4,762+77.9% |
| Participant deferral / active EE | $7,231 | $6,364+13.6% | $5,923+22.1% | $5,850+23.6% |
| Admin fee / account holder | $1,722 | $10,520-83.6% | $7,743-77.8% | $11,596-85.2% |