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 | $253,554 | $114,047+122.3% | $96,139+163.7% | $167,490+51.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.17% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,654 | $3,427-22.6% | $2,797-5.1% | $4,837-45.1% |
| Participant deferral / active EE | $8,567 | $5,194+65.0% | $4,349+97.0% | $6,341+35.1% |
| Admin fee / account holder | $1,907 | $6,897-72.3% | $5,537-65.6% | $12,309-84.5% |