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 | $308,980 | $96,305+220.8% | $80,569+283.5% | $139,434+121.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.11% | 1350.08%-1337.0pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,723 | $3,262-47.2% | $2,723-36.7% | $4,751-63.7% |
| Participant deferral / active EE | $17,304 | $5,232+230.7% | $4,447+289.1% | $6,710+157.9% |
| Admin fee / account holder | $92,201 | $6,599+1297.3% | $5,377+1614.7% | $11,403+708.6% |