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 | $372,016 | $83,337+346.4% | $67,834+448.4% | $273,961+35.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.65% | 259.45%-254.8pp | 138.47%-133.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $19,377 | $3,287+489.5% | $2,403+706.2% | $4,869+298.0% |
| Participant deferral / active EE | $18,000 | $4,088+340.3% | $3,160+469.7% | $5,287+240.5% |
| Admin fee / account holder | $166,667 | $6,752+2368.4% | $4,622+3505.7% | $10,132+1545.0% |