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 | $273,880 | $105,181+160.4% | $159,436+71.8% | $85,850+219.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 25.43% | 45.07%-19.6pp | 263.57%-238.1pp | 318.53%-293.1pp |
| Employer contribution / active EE | $3,495 | $3,318+5.3% | $4,829-27.6% | $2,565+36.2% |
| Participant deferral / active EE | $10,847 | $5,945+82.5% | $7,352+47.5% | $3,952+174.5% |
| Admin fee / account holder | $4,547 | $6,933-34.4% | $10,799-57.9% | $6,260-27.4% |