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 | $462,007 | $107,334+330.4% | $92,893+397.4% | $152,861+202.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.78% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $12,857 | $4,221+204.6% | $3,653+252.0% | $4,762+170.0% |
| Participant deferral / active EE | $20,343 | $4,845+319.9% | $4,236+380.2% | $5,850+247.7% |
| Admin fee / account holder | $123,073 | $7,079+1638.5% | $5,794+2024.2% | $11,596+961.3% |