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 | $250,330 | $102,317+144.7% | $146,958+70.3% | $80,856+209.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 13.51% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,625 | $3,713+51.5% | $4,933+14.0% | $2,755+104.2% |
| Participant deferral / active EE | $7,869 | $6,644+18.4% | $8,070-2.5% | $4,296+83.2% |
| Admin fee / account holder | $5,629 | $7,941-29.1% | $12,998-56.7% | $6,918-18.6% |