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 | $282,844 | $96,305+193.7% | $80,569+251.1% | $139,434+102.9% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.8pp | 80.3%+13.4pp |
| Annual return | 14.36% | 1350.08%-1335.7pp | 935.43%-921.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,065 | $3,262+24.6% | $2,723+49.3% | $4,751-14.4% |
| Participant deferral / active EE | $10,385 | $5,232+98.5% | $4,447+133.5% | $6,710+54.8% |
| Admin fee / account holder | $81,453 | $6,599+1134.4% | $5,377+1414.8% | $11,403+614.3% |