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 | $257,438 | $102,604+150.9% | $86,188+198.7% | $139,434+84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.21% | 1922.51%-1910.3pp | 1168.45%-1156.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,533 | $3,032-16.5% | $2,380+6.4% | $4,751-46.7% |
| Participant deferral / active EE | $8,183 | $4,676+75.0% | $3,985+105.3% | $6,710+22.0% |
| Admin fee / account holder | $4,167 | $8,657-51.9% | $6,852-39.2% | $11,403-63.5% |