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 | $296,501 | $105,998+179.7% | $92,233+221.5% | $147,584+100.9% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 16.20% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $15,980 | $4,333+268.8% | $3,679+334.3% | $4,876+227.7% |
| Participant deferral / active EE | $4,162 | $4,478-7.0% | $3,897+6.8% | $5,439-23.5% |
| Admin fee / account holder | $48,205 | $6,332+661.3% | $5,194+828.2% | $10,885+342.8% |