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 | $407,303 | $96,484+322.1% | $75,886+436.7% | $152,861+166.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.96% | 33.98%-15.0pp | 30.76%-11.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $20,468 | $3,309+518.5% | $2,500+718.6% | $4,762+329.8% |
| Participant deferral / active EE | $25,323 | $4,553+456.2% | $3,603+602.8% | $5,850+332.9% |
| Admin fee / account holder | $51,437 | $8,078+536.8% | $5,418+849.3% | $11,596+343.6% |