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 | $341,965 | $99,079+245.1% | $77,999+338.4% | $273,961+24.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.79% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $13,524 | $3,308+308.9% | $2,470+447.5% | $4,869+177.8% |
| Participant deferral / active EE | $6,655 | $4,306+54.6% | $3,497+90.3% | $5,287+25.9% |
| Admin fee / account holder | $72,304 | $8,954+707.5% | $5,480+1219.3% | $10,132+613.6% |