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 | $343,143 | $68,097+403.9% | $62,929+445.3% | $137,256+150.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.35% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,257 | $2,811-55.3% | $2,505-49.8% | $4,156-69.8% |
| Participant deferral / active EE | $24,260 | $4,553+432.9% | $3,888+523.9% | $6,407+278.7% |
| Admin fee / account holder | $4,970 | $6,521-23.8% | $5,065-1.9% | $12,270-59.5% |