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 | $382,941 | $105,181+264.1% | $159,436+140.2% | $85,850+346.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.74% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $5,587 | $3,318+68.4% | $4,829+15.7% | $2,565+117.8% |
| Participant deferral / active EE | $8,908 | $5,945+49.9% | $7,352+21.2% | $3,952+125.4% |
| Admin fee / account holder | $13,060 | $6,933+88.4% | $10,799+20.9% | $6,260+108.6% |