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 | $314,301 | $100,901+211.5% | $75,670+315.4% | $147,584+113.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 15.03% | 35.78%-20.7pp | 27.34%-12.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $10,480 | $3,253+222.1% | $2,352+345.6% | $4,876+114.9% |
| Participant deferral / active EE | $7,151 | $4,027+77.6% | $3,142+127.6% | $5,439+31.5% |
| Admin fee / account holder | $51,267 | $11,285+354.3% | $5,800+784.0% | $10,885+371.0% |