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 3-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 | $266,121 | $99,877+166.4% | $84,966+213.2% | $145,922+82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $12,344 | $3,231+282.0% | $2,727+352.7% | $4,660+164.9% |
| Participant deferral / active EE | $23,491 | $5,291+344.0% | $4,519+419.8% | $6,688+251.3% |
| Admin fee / account holder | $19,565 | $7,248+169.9% | $6,149+218.2% | $13,397+46.0% |