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 | $310,105 | $102,317+203.1% | $146,958+111.0% | $80,856+283.5% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.2%-1.8pp | 67.6%+12.7pp |
| Annual return | 18.35% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $10,814 | $3,713+191.2% | $4,933+119.2% | $2,755+292.5% |
| Participant deferral / active EE | $7,182 | $6,644+8.1% | $8,070-11.0% | $4,296+67.2% |
| Admin fee / account holder | $14,728 | $7,941+85.5% | $12,998+13.3% | $6,918+112.9% |