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 | $340,291 | $100,773+237.7% | $88,946+282.6% | $142,382+139.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.51% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $14,640 | $2,918+401.8% | $2,555+473.0% | $4,299+240.5% |
| Participant deferral / active EE | $3,244 | $5,230-38.0% | $4,581-29.2% | $6,507-50.2% |
| Admin fee / account holder | $5,409 | $9,693-44.2% | $8,261-34.5% | $12,624-57.2% |