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 | $322,625 | $90,348+257.1% | $75,972+324.7% | $145,922+121.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 620.88%-603.0pp | 359.55%-341.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $12,186 | $3,311+268.0% | $2,685+353.9% | $4,660+161.5% |
| Participant deferral / active EE | $21,977 | $5,162+325.8% | $4,255+416.4% | $6,688+228.6% |
| Admin fee / account holder | $15,221 | $8,467+79.8% | $6,467+135.4% | $13,397+13.6% |