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 | $354,278 | $112,881+213.8% | $90,951+289.5% | $158,922+122.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.79%-198.8pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $6,750 | $2,893+133.3% | $2,122+218.1% | $4,761+41.8% |
| Participant deferral / active EE | $5,292 | $4,128+28.2% | $3,373+56.9% | $5,982-11.5% |
| Admin fee / account holder | $15,863 | $8,041+97.3% | $5,959+166.2% | $11,246+41.1% |