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 | $266,039 | $102,317+160.0% | $146,958+81.0% | $80,856+229.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.85% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $7,742 | $3,713+108.5% | $4,933+56.9% | $2,755+181.0% |
| Participant deferral / active EE | $8,938 | $6,644+34.5% | $8,070+10.8% | $4,296+108.1% |
| Admin fee / account holder | $1,614 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |