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 | $729,115 | $107,334+579.3% | $92,893+684.9% | $152,861+377.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.91% | 145.58%-130.7pp | 109.41%-94.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $19,813 | $4,221+369.4% | $3,653+442.4% | $4,762+316.0% |
| Participant deferral / active EE | $12,500 | $4,845+158.0% | $4,236+195.1% | $5,850+113.7% |
| Admin fee / account holder | $298,652 | $7,079+4118.6% | $5,794+5054.6% | $11,596+2475.4% |