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 | $256,245 | $202,432+26.6% | $169,368+51.3% | $139,434+83.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.10% | 531.74%-518.6pp | 405.60%-392.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $5,131 | $4,692+9.4% | $4,013+27.9% | $4,751+8.0% |
| Participant deferral / active EE | $18,049 | $6,938+160.1% | $6,221+190.1% | $6,710+169.0% |
| Admin fee / account holder | $2,617 | $10,708-75.6% | $9,003-70.9% | $11,403-77.0% |