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 | $253,221 | $107,334+135.9% | $92,893+172.6% | $152,861+65.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.86% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $14,655 | $4,221+247.2% | $3,653+301.2% | $4,762+207.7% |
| Participant deferral / active EE | $21,500 | $4,845+343.8% | $4,236+407.5% | $5,850+267.5% |
| Admin fee / account holder | $1,009 | $7,079-85.7% | $5,794-82.6% | $11,596-91.3% |