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 | $346,610 | $107,334+222.9% | $92,893+273.1% | $152,861+126.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.32% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $9,603 | $4,221+127.5% | $3,653+162.9% | $4,762+101.6% |
| Participant deferral / active EE | $6,723 | $4,845+38.8% | $4,236+58.7% | $5,850+14.9% |
| Admin fee / account holder | $43,142 | $7,079+509.4% | $5,794+644.6% | $11,596+272.0% |