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 | $254,090 | $90,348+181.2% | $75,972+234.5% | $145,922+74.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.38% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,360 | $3,311-58.9% | $2,685-49.3% | $4,660-70.8% |
| Participant deferral / active EE | $3,506 | $5,162-32.1% | $4,255-17.6% | $6,688-47.6% |
| Admin fee / account holder | $85,113 | $8,467+905.2% | $6,467+1216.2% | $13,397+535.3% |