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 | $356,311 | $63,346+462.5% | $92,233+286.3% | $70,131+408.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.29% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $6,862 | $2,471+177.7% | $3,679+86.5% | $2,342+192.9% |
| Participant deferral / active EE | $3,427 | $2,854+20.1% | $3,897-12.1% | $3,332+2.8% |
| Admin fee / account holder | $1,041 | $3,840-72.9% | $5,194-79.9% | $4,645-77.6% |