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 | $252,517 | $109,982+129.6% | $97,226+159.7% | $145,922+73.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.42% | 242.90%-232.5pp | 75.13%-64.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,895 | $3,084+156.0% | $2,729+189.3% | $4,660+69.4% |
| Participant deferral / active EE | $6,431 | $4,676+37.5% | $4,264+50.8% | $6,688-3.8% |
| Admin fee / account holder | $9,211 | $6,221+48.1% | $5,654+62.9% | $13,397-31.2% |