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 | $313,590 | $102,317+206.5% | $146,958+113.4% | $80,856+287.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $8,367 | $3,713+125.3% | $4,933+69.6% | $2,755+203.7% |
| Participant deferral / active EE | $9,901 | $6,644+49.0% | $8,070+22.7% | $4,296+130.5% |
| Admin fee / account holder | $14,757 | $7,941+85.8% | $12,998+13.5% | $6,918+113.3% |