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 | $335,168 | $96,305+248.0% | $80,569+316.0% | $139,434+140.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.86% | 1350.08%-1329.2pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,736 | $3,262-16.1% | $2,723+0.5% | $4,751-42.4% |
| Participant deferral / active EE | $15,884 | $5,232+203.6% | $4,447+257.1% | $6,710+136.7% |
| Admin fee / account holder | $37,287 | $6,599+465.1% | $5,377+593.4% | $11,403+227.0% |