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 | $983,411 | $115,770+749.5% | $101,248+871.3% | $158,922+518.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.76% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,708 | $4,175+12.8% | $3,660+28.6% | $4,761-1.1% |
| Participant deferral / active EE | $6,284 | $4,957+26.8% | $4,370+43.8% | $5,982+5.0% |
| Admin fee / account holder | $67,146 | $7,245+826.8% | $5,945+1029.4% | $11,246+497.1% |