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 | $251,129 | $105,998+136.9% | $92,233+172.3% | $147,584+70.2% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.28%-158.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $8,692 | $4,333+100.6% | $3,679+136.2% | $4,876+78.2% |
| Participant deferral / active EE | $10,668 | $4,478+138.2% | $3,897+173.8% | $5,439+96.1% |
| Admin fee / account holder | $13,765 | $6,332+117.4% | $5,194+165.0% | $10,885+26.5% |