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 | $300,211 | $210,648+42.5% | $177,989+68.7% | $145,922+105.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 10.13% | 385.86%-375.7pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,042 | $4,565-33.3% | $3,949-23.0% | $4,660-34.7% |
| Participant deferral / active EE | $9,664 | $6,958+38.9% | $6,276+54.0% | $6,688+44.5% |
| Admin fee / account holder | $47,363 | $12,013+294.3% | $10,363+357.0% | $13,397+253.5% |