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 | $269,156 | $115,770+132.5% | $101,248+165.8% | $158,922+69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.39% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $19,232 | $4,175+360.7% | $3,660+425.5% | $4,761+303.9% |
| Participant deferral / active EE | $13,424 | $4,957+170.8% | $4,370+207.2% | $5,982+124.4% |
| Admin fee / account holder | $513 | $7,245-92.9% | $5,945-91.4% | $11,246-95.4% |