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 5-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 | $511,612 | $99,921+412.0% | $85,009+501.8% | $145,959+250.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 83.89%-71.6pp | 66.47%-54.2pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,546 | $3,233+40.6% | $2,728+66.6% | $4,661-2.5% |
| Participant deferral / active EE | $28,972 | $5,293+447.4% | $4,522+540.7% | $6,689+333.2% |
| Admin fee / account holder | $176,893 | $7,252+2339.3% | $6,153+2775.1% | $13,398+1220.3% |