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 | $357,197 | $96,305+270.9% | $80,569+343.3% | $139,434+156.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.83% | 1350.08%-1334.3pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,116 | $3,262+26.2% | $2,723+51.1% | $4,751-13.4% |
| Participant deferral / active EE | $11,098 | $5,232+112.1% | $4,447+149.5% | $6,710+65.4% |
| Admin fee / account holder | $4,773 | $6,599-27.7% | $5,377-11.2% | $11,403-58.1% |