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 | $482,207 | $111,724+331.6% | $93,606+415.1% | $145,922+230.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.27% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $6,748 | $3,090+118.4% | $2,420+178.9% | $4,660+44.8% |
| Participant deferral / active EE | $16,575 | $4,912+237.5% | $4,411+275.7% | $6,688+147.8% |
| Admin fee / account holder | $30,389 | $10,250+196.5% | $8,285+266.8% | $13,397+126.8% |