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 | $251,246 | $158,398+58.6% | $126,539+98.6% | $142,382+76.5% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 15.70% | 593.76%-578.1pp | 425.95%-410.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,040 | $4,650+8.4% | $3,674+37.2% | $4,299+17.2% |
| Participant deferral / active EE | $8,191 | $4,767+71.8% | $4,083+100.6% | $6,507+25.9% |
| Admin fee / account holder | $13,621 | $6,918+96.9% | $6,065+124.6% | $12,624+7.9% |