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 | $280,767 | $100,901+178.3% | $75,670+271.0% | $147,584+90.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.90% | 35.78%-20.9pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $23,929 | $3,253+635.5% | $2,352+917.5% | $4,876+390.7% |
| Participant deferral / active EE | $8,833 | $4,027+119.3% | $3,142+181.1% | $5,439+62.4% |
| Admin fee / account holder | $42,461 | $11,285+276.3% | $5,800+632.1% | $10,885+290.1% |