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 | $284,821 | $99,957+184.9% | $149,696+90.3% | $73,488+287.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 22.29% | 53.87%-31.6pp | 276.60%-254.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $11,979 | $3,191+275.4% | $4,644+157.9% | $2,270+427.7% |
| Participant deferral / active EE | $9,538 | $6,073+57.1% | $6,842+39.4% | $3,740+155.1% |
| Admin fee / account holder | $3,620 | $551+557.3% | $9,309-61.1% | $513+605.5% |