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 | $281,628 | $109,327+157.6% | $89,391+215.1% | $158,922+77.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.37% | 345.68%-320.3pp | 245.62%-220.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $12,532 | $3,170+295.4% | $2,586+384.7% | $4,761+163.2% |
| Participant deferral / active EE | $10,329 | $4,598+124.6% | $3,890+165.5% | $5,982+72.7% |
| Admin fee / account holder | $1,339 | $6,153-78.2% | $4,881-72.6% | $11,246-88.1% |