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 | $431,995 | $114,047+278.8% | $96,139+349.3% | $167,490+157.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.54% | 189.88%-163.3pp | 191.94%-165.4pp | 478.56%-452.0pp |
| Employer contribution / active EE | $11,445 | $3,427+234.0% | $2,797+309.2% | $4,837+136.6% |
| Participant deferral / active EE | $7,167 | $5,194+38.0% | $4,349+64.8% | $6,341+13.0% |
| Admin fee / account holder | $10,619 | $6,897+54.0% | $5,537+91.8% | $12,309-13.7% |