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 | $349,169 | $102,317+241.3% | $146,958+137.6% | $80,856+331.8% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 12.11% | 134.76%-122.7pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $12,178 | $3,713+228.0% | $4,933+146.9% | $2,755+342.1% |
| Participant deferral / active EE | $6,854 | $6,644+3.2% | $8,070-15.1% | $4,296+59.6% |
| Admin fee / account holder | $31,744 | $7,941+299.7% | $12,998+144.2% | $6,918+358.9% |