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 | $380,782 | $107,334+254.8% | $92,893+309.9% | $152,861+149.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.71% | 145.58%-132.9pp | 109.41%-96.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $15,470 | $4,221+266.5% | $3,653+323.5% | $4,762+224.8% |
| Participant deferral / active EE | $11,771 | $4,845+143.0% | $4,236+177.9% | $5,850+101.2% |
| Admin fee / account holder | $1,701 | $7,079-76.0% | $5,794-70.6% | $11,596-85.3% |