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 | $386,301 | $83,902+360.4% | $167,512+130.6% | $84,808+355.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 20.31% | 91.55%-71.2pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,546 | $2,264+145.0% | $3,882+42.9% | $2,631+110.8% |
| Participant deferral / active EE | $12,122 | $4,442+172.9% | $6,405+89.3% | $4,212+187.8% |
| Admin fee / account holder | $8,188 | $7,915+3.5% | $9,769-16.2% | $7,344+11.5% |