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 | $349,452 | $51,638+576.7% | $68,368+411.1% | $82,448+323.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.20% | 37.53%-19.3pp | 292.57%-274.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $14,753 | $2,047+620.9% | $2,649+456.9% | $2,551+478.3% |
| Participant deferral / active EE | $22,767 | $2,914+681.4% | $4,123+452.2% | $4,139+450.0% |
| Admin fee / account holder | $32,521 | $4,643+600.4% | $5,150+531.5% | $7,234+349.5% |