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 | $320,435 | $177,572+80.5% | $154,803+107.0% | $142,382+125.1% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 11.63% | 65.07%-53.4pp | 58.88%-47.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,333 | $4,810-9.9% | $4,305+0.6% | $4,299+0.8% |
| Participant deferral / active EE | $2,778 | $6,272-55.7% | $5,540-49.9% | $6,507-57.3% |
| Admin fee / account holder | $78,250 | $16,786+366.2% | $14,329+446.1% | $12,624+519.9% |