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 | $253,560 | $74,888+238.6% | $71,209+256.1% | $142,382+78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,890 | $2,854+281.5% | $2,721+300.2% | $4,299+153.3% |
| Participant deferral / active EE | $8,174 | $4,454+83.5% | $4,175+95.8% | $6,507+25.6% |
| Admin fee / account holder | $22,590 | $5,568+305.7% | $5,349+322.3% | $12,624+79.0% |