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 | $408,203 | $150,187+171.8% | $120,354+239.2% | $145,922+179.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.55% | 154.07%-131.5pp | 107.15%-84.6pp | 561.29%-538.7pp |
| Employer contribution / active EE | $16,156 | $4,348+271.6% | $3,463+366.6% | $4,660+246.7% |
| Participant deferral / active EE | $24,167 | $6,173+291.5% | $4,991+384.2% | $6,688+261.4% |
| Admin fee / account holder | $4,285 | $12,207-64.9% | $9,423-54.5% | $13,397-68.0% |