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 | $431,681 | $96,305+348.2% | $80,569+435.8% | $139,434+209.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.02% | 1350.08%-1339.1pp | 935.43%-924.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $12,849 | $3,262+293.9% | $2,723+371.8% | $4,751+170.5% |
| Participant deferral / active EE | $13,608 | $5,232+160.1% | $4,447+206.0% | $6,710+102.8% |
| Admin fee / account holder | $5,426 | $6,599-17.8% | $5,377+0.9% | $11,403-52.4% |