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 | $341,951 | $104,664+226.7% | $85,682+299.1% | $167,490+104.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.83% | 21.45%-9.6pp | 21.49%-9.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $19,000 | $3,337+469.4% | $2,618+625.7% | $4,837+292.8% |
| Participant deferral / active EE | $1,451 | $4,824-69.9% | $3,923-63.0% | $6,341-77.1% |
| Admin fee / account holder | $2,459 | $10,032-75.5% | $6,873-64.2% | $12,309-80.0% |