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 | $300,698 | $124,319+141.9% | $111,297+170.2% | $167,490+79.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.69% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $21,306 | $3,435+520.2% | $2,731+680.1% | $4,837+340.4% |
| Participant deferral / active EE | $17,440 | $5,180+236.7% | $4,487+288.7% | $6,341+175.0% |
| Admin fee / account holder | $260,269 | $10,618+2351.2% | $7,964+3168.2% | $12,309+2014.5% |