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 5-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 | $398,301 | $84,696+370.3% | $75,696+426.2% | $167,490+137.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.08% | 199.36%-184.3pp | 104.53%-89.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,077 | $3,230+119.1% | $2,743+158.0% | $4,837+46.3% |
| Participant deferral / active EE | $6,475 | $4,580+41.4% | $3,821+69.4% | $6,341+2.1% |
| Admin fee / account holder | $3,310 | $5,355-38.2% | $3,619-8.5% | $12,309-73.1% |