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 | $294,144 | $109,327+169.0% | $89,391+229.1% | $158,922+85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.59% | 345.68%-331.1pp | 245.62%-231.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $17,073 | $3,170+438.6% | $2,586+560.3% | $4,761+258.6% |
| Participant deferral / active EE | $16,150 | $4,598+251.2% | $3,890+315.2% | $5,982+170.0% |
| Admin fee / account holder | $9,444 | $6,153+53.5% | $4,881+93.5% | $11,246-16.0% |