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 | $466,534 | $104,664+345.7% | $85,682+444.5% | $167,490+178.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.61% | 21.45%-5.8pp | 21.49%-5.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,153 | $3,337+264.2% | $2,618+364.2% | $4,837+151.2% |
| Participant deferral / active EE | $14,858 | $4,824+208.0% | $3,923+278.8% | $6,341+134.3% |
| Admin fee / account holder | $44,586 | $10,032+344.4% | $6,873+548.7% | $12,309+262.2% |