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 | $333,146 | $107,334+210.4% | $92,893+258.6% | $152,861+117.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.93% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $14,557 | $4,221+244.9% | $3,653+298.5% | $4,762+205.7% |
| Participant deferral / active EE | $7,712 | $4,845+59.2% | $4,236+82.0% | $5,850+31.8% |
| Admin fee / account holder | $62,644 | $7,079+784.9% | $5,794+981.2% | $11,596+440.2% |