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 | $265,087 | $115,770+129.0% | $101,248+161.8% | $158,922+66.8% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 8.73% | 56.14%-47.4pp | 46.47%-37.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $8,667 | $4,175+107.6% | $3,660+136.8% | $4,761+82.0% |
| Participant deferral / active EE | $2,530 | $4,957-49.0% | $4,370-42.1% | $5,982-57.7% |
| Admin fee / account holder | $59,404 | $7,245+719.9% | $5,945+899.1% | $11,246+428.2% |