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 | $345,178 | $150,187+129.8% | $120,354+186.8% | $145,922+136.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.83% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,199 | $4,348-72.4% | $3,463-65.4% | $4,660-74.3% |
| Participant deferral / active EE | $9,924 | $6,173+60.8% | $4,991+98.8% | $6,688+48.4% |
| Admin fee / account holder | $1,830 | $12,207-85.0% | $9,423-80.6% | $13,397-86.3% |