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 | $459,298 | $105,998+333.3% | $92,233+398.0% | $147,584+211.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.06% | 50.05%-30.0pp | 176.28%-156.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $15,858 | $4,333+266.0% | $3,679+331.0% | $4,876+225.2% |
| Participant deferral / active EE | $10,083 | $4,478+125.2% | $3,897+158.8% | $5,439+85.4% |
| Admin fee / account holder | $4,976 | $6,332-21.4% | $5,194-4.2% | $10,885-54.3% |