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 | $300,443 | $107,334+179.9% | $92,893+223.4% | $152,861+96.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.31% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,773 | $4,221-10.6% | $3,653+3.3% | $4,762-20.8% |
| Participant deferral / active EE | $4,673 | $4,845-3.6% | $4,236+10.3% | $5,850-20.1% |
| Admin fee / account holder | $36,389 | $7,079+414.0% | $5,794+528.1% | $11,596+213.8% |