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 | $319,014 | $124,281+156.7% | $109,143+192.3% | $167,490+90.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.96% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,542 | $4,207+7.9% | $3,722+22.0% | $4,837-6.1% |
| Participant deferral / active EE | $12,334 | $5,255+134.7% | $4,653+165.1% | $6,341+94.5% |
| Admin fee / account holder | $129,546 | $7,970+1525.5% | $6,752+1818.6% | $12,309+952.4% |