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 | $467,813 | $96,305+385.8% | $80,569+480.6% | $139,434+235.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.70% | 1350.08%-1331.4pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $32,273 | $3,262+889.3% | $2,723+1085.0% | $4,751+579.3% |
| Participant deferral / active EE | $27,500 | $5,232+425.6% | $4,447+518.3% | $6,710+309.8% |
| Admin fee / account holder | $1,634 | $6,599-75.2% | $5,377-69.6% | $11,403-85.7% |