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 | $293,246 | $108,919+169.2% | $100,391+192.1% | $145,922+101.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 57.88%-47.2pp | 49.20%-38.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $12,341 | $4,419+179.2% | $3,942+213.1% | $4,660+164.8% |
| Participant deferral / active EE | $11,391 | $8,445+34.9% | $8,082+40.9% | $6,688+70.3% |
| Admin fee / account holder | $90,125 | $9,689+830.2% | $7,899+1040.9% | $13,397+572.7% |