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 | $394,718 | $73,515+436.9% | $62,995+526.6% | $147,584+167.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.66% | 175.43%-159.8pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $28,054 | $3,320+744.9% | $2,759+916.8% | $4,876+475.3% |
| Participant deferral / active EE | $11,461 | $4,185+173.9% | $3,329+244.2% | $5,439+110.7% |
| Admin fee / account holder | $570 | $5,953-90.4% | $3,600-84.2% | $10,885-94.8% |