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 | $678,618 | $115,770+486.2% | $101,248+570.2% | $158,922+327.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.49% | 56.14%-43.6pp | 46.47%-34.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $26,789 | $4,175+541.7% | $3,660+632.0% | $4,761+462.7% |
| Participant deferral / active EE | $16,333 | $4,957+229.5% | $4,370+273.8% | $5,982+173.0% |
| Admin fee / account holder | $27,389 | $7,245+278.0% | $5,945+360.7% | $11,246+143.5% |