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 | $267,768 | $107,334+149.5% | $92,893+188.3% | $152,861+75.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 24.01% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,980 | $4,221-5.7% | $3,653+9.0% | $4,762-16.4% |
| Participant deferral / active EE | $8,216 | $4,845+69.6% | $4,236+93.9% | $5,850+40.4% |
| Admin fee / account holder | $12,415 | $7,079+75.4% | $5,794+114.3% | $11,596+7.1% |