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 8-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 | $274,294 | $158,398+73.2% | $126,539+116.8% | $142,382+92.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.17% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,683 | $4,650+108.2% | $3,674+163.6% | $4,299+125.2% |
| Participant deferral / active EE | $10,173 | $4,767+113.4% | $4,083+149.2% | $6,507+56.3% |
| Admin fee / account holder | $1,176 | $6,918-83.0% | $6,065-80.6% | $12,624-90.7% |