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 | $412,740 | $102,604+302.3% | $86,188+378.9% | $139,434+196.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 10.08% | 1922.51%-1912.4pp | 1168.45%-1158.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,368 | $3,032+11.1% | $2,380+41.5% | $4,751-29.1% |
| Participant deferral / active EE | $8,454 | $4,676+80.8% | $3,985+112.1% | $6,710+26.0% |
| Admin fee / account holder | $4,283 | $8,657-50.5% | $6,852-37.5% | $11,403-62.4% |