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 | $332,316 | $150,187+121.3% | $120,354+176.1% | $145,922+127.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.59% | 154.07%-142.5pp | 107.15%-95.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,971 | $4,348+14.3% | $3,463+43.6% | $4,660+6.7% |
| Participant deferral / active EE | $10,118 | $6,173+63.9% | $4,991+102.7% | $6,688+51.3% |
| Admin fee / account holder | $7,209 | $12,207-40.9% | $9,423-23.5% | $13,397-46.2% |