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 | $362,657 | $109,817+230.2% | $98,442+268.4% | $167,490+116.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.91% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $14,232 | $3,224+341.5% | $2,960+380.9% | $4,837+194.2% |
| Participant deferral / active EE | $6,634 | $4,673+41.9% | $4,276+55.1% | $6,341+4.6% |
| Admin fee / account holder | $1,525 | $6,753-77.4% | $5,949-74.4% | $12,309-87.6% |