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 | $259,628 | $126,574+105.1% | $106,213+144.4% | $145,922+77.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.01% | 224.79%-215.8pp | 116.14%-107.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,352 | $3,730-10.2% | $3,171+5.7% | $4,660-28.1% |
| Participant deferral / active EE | $8,256 | $5,724+44.2% | $5,016+64.6% | $6,688+23.5% |
| Admin fee / account holder | $13,595 | $17,304-21.4% | $11,033+23.2% | $13,397+1.5% |