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 | $418,603 | $102,317+309.1% | $146,958+184.8% | $80,856+417.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.91% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $13,826 | $3,713+272.3% | $4,933+180.3% | $2,755+401.9% |
| Participant deferral / active EE | $6,850 | $6,644+3.1% | $8,070-15.1% | $4,296+59.5% |
| Admin fee / account holder | $15,086 | $7,941+90.0% | $12,998+16.1% | $6,918+118.1% |