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 | $398,822 | $115,770+244.5% | $101,248+293.9% | $158,922+151.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.80% | 56.14%-47.3pp | 46.47%-37.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $25,277 | $4,175+505.5% | $3,660+590.7% | $4,761+430.9% |
| Participant deferral / active EE | $2,523 | $4,957-49.1% | $4,370-42.3% | $5,982-57.8% |
| Admin fee / account holder | $107,213 | $7,245+1379.8% | $5,945+1703.3% | $11,246+853.4% |