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 | $448,539 | $105,998+323.2% | $92,233+386.3% | $147,584+203.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.09% | 50.05%-39.0pp | 176.28%-165.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $10,844 | $4,333+150.3% | $3,679+194.7% | $4,876+122.4% |
| Participant deferral / active EE | $10,238 | $4,478+128.6% | $3,897+162.7% | $5,439+88.2% |
| Admin fee / account holder | $13,905 | $6,332+119.6% | $5,194+167.7% | $10,885+27.7% |