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 | $338,504 | $84,696+299.7% | $75,696+347.2% | $167,490+102.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 199.36%-187.4pp | 104.53%-92.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $16,647 | $3,230+415.4% | $2,743+506.9% | $4,837+244.1% |
| Participant deferral / active EE | $4,198 | $4,580-8.3% | $3,821+9.9% | $6,341-33.8% |
| Admin fee / account holder | $8,255 | $5,355+54.2% | $3,619+128.1% | $12,309-32.9% |