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 | $251,010 | $118,849+111.2% | $96,562+159.9% | $167,490+49.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.42% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,218 | $3,120-61.0% | $2,356-48.3% | $4,837-74.8% |
| Participant deferral / active EE | $5,869 | $4,616+27.2% | $3,849+52.5% | $6,341-7.4% |
| Admin fee / account holder | $67,210 | $8,065+733.3% | $6,181+987.4% | $12,309+446.0% |