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 | $283,978 | $69,207+310.3% | $64,056+343.3% | $139,434+103.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.63% | 45.88%-29.3pp | 33.69%-17.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $15,285 | $3,182+380.3% | $2,747+456.5% | $4,751+221.7% |
| Participant deferral / active EE | $17,461 | $4,682+273.0% | $3,880+350.0% | $6,710+160.2% |
| Admin fee / account holder | $17,184 | $4,244+304.9% | $3,068+460.1% | $11,403+50.7% |