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 | $405,467 | $100,852+302.0% | $90,404+348.5% | $158,922+155.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.84% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,527 | $3,689-4.4% | $3,262+8.1% | $4,761-25.9% |
| Participant deferral / active EE | $10,352 | $4,348+138.1% | $3,963+161.2% | $5,982+73.0% |
| Admin fee / account holder | $14,517 | $6,501+123.3% | $5,611+158.7% | $11,246+29.1% |