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 | $427,337 | $106,890+299.8% | $84,015+408.6% | $152,861+179.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.34% | 104.99%-82.6pp | 71.31%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $19,292 | $2,734+605.5% | $1,983+872.6% | $4,762+305.1% |
| Participant deferral / active EE | $15,219 | $4,011+279.4% | $3,239+369.9% | $5,850+160.1% |
| Admin fee / account holder | $17,107 | $8,285+106.5% | $6,101+180.4% | $11,596+47.5% |