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 | $403,172 | $110,809+263.8% | $86,874+364.1% | $167,490+140.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 19.74% | 116.98%-97.2pp | 63.52%-43.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $8,193 | $3,244+152.6% | $2,495+228.3% | $4,837+69.4% |
| Participant deferral / active EE | $7,194 | $4,546+58.2% | $3,699+94.5% | $6,341+13.4% |
| Admin fee / account holder | $1,872 | $8,415-77.8% | $5,828-67.9% | $12,309-84.8% |