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 | $324,905 | $48,046+576.2% | $84,611+284.0% | $72,985+345.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 27.13% | 37.38%-10.3pp | 258.74%-231.6pp | 81.00%-53.9pp |
| Employer contribution / active EE | $11,692 | $1,602+629.9% | $2,652+340.9% | $2,440+379.2% |
| Participant deferral / active EE | $8,524 | $2,680+218.0% | $3,899+118.6% | $3,607+136.3% |
| Admin fee / account holder | $28,080 | $3,395+727.2% | $4,912+471.6% | $5,124+448.0% |