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 8-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 | $292,277 | $70,606+314.0% | $53,898+442.3% | $142,382+105.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.93% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $10,102 | $1,202+740.3% | $932+983.8% | $4,299+135.0% |
| Participant deferral / active EE | $17,715 | $2,364+649.4% | $1,826+870.0% | $6,507+172.2% |
| Admin fee / account holder | $1,813 | $2,852-36.4% | $2,491-27.2% | $12,624-85.6% |