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 | $272,662 | $102,317+166.5% | $146,958+85.5% | $80,856+237.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 14.69% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,384 | $3,713-8.9% | $4,933-31.4% | $2,755+22.8% |
| Participant deferral / active EE | $7,658 | $6,644+15.3% | $8,070-5.1% | $4,296+78.3% |
| Admin fee / account holder | $22,507 | $7,941+183.4% | $12,998+73.2% | $6,918+225.3% |