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 | $331,490 | $107,934+207.1% | $91,989+260.4% | $152,861+116.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.49% | 89.24%-73.8pp | 69.02%-53.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $11,012 | $4,210+161.6% | $3,452+219.0% | $4,762+131.2% |
| Participant deferral / active EE | $9,926 | $6,364+56.0% | $5,923+67.6% | $5,850+69.7% |
| Admin fee / account holder | $43,005 | $10,520+308.8% | $7,743+455.4% | $11,596+270.8% |