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 | $260,900 | $102,317+155.0% | $146,958+77.5% | $80,856+222.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 36.55% | 134.76%-98.2pp | 418.34%-381.8pp | 35.59%+1.0pp |
| Employer contribution / active EE | $5,272 | $3,713+42.0% | $4,933+6.9% | $2,755+91.4% |
| Participant deferral / active EE | $5,939 | $6,644-10.6% | $8,070-26.4% | $4,296+38.2% |
| Admin fee / account holder | $2,592 | $7,941-67.4% | $12,998-80.1% | $6,918-62.5% |