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 | $370,182 | $105,998+249.2% | $92,233+301.4% | $147,584+150.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 53.51% | 50.05%+3.5pp | 176.28%-122.8pp | 578.55%-525.0pp |
| Employer contribution / active EE | $2,485 | $4,333-42.6% | $3,679-32.5% | $4,876-49.0% |
| Participant deferral / active EE | $4,796 | $4,478+7.1% | $3,897+23.1% | $5,439-11.8% |
| Admin fee / account holder | $136,563 | $6,332+2056.6% | $5,194+2529.5% | $10,885+1154.6% |