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 | $260,044 | $114,047+128.0% | $96,139+170.5% | $167,490+55.3% |
| Participation rate | 92.9% | 75.1%+17.8pp | 68.4%+24.4pp | 82.1%+10.8pp |
| Annual return | 11.99% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,199 | $3,427-6.6% | $2,797+14.4% | $4,837-33.9% |
| Participant deferral / active EE | $6,470 | $5,194+24.6% | $4,349+48.8% | $6,341+2.0% |
| Admin fee / account holder | $9,547 | $6,897+38.4% | $5,537+72.4% | $12,309-22.4% |