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 | $382,445 | $69,207+452.6% | $64,056+497.0% | $139,434+174.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 45.88%-33.3pp | 33.69%-21.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,953 | $3,182+24.2% | $2,747+43.9% | $4,751-16.8% |
| Participant deferral / active EE | $17,163 | $4,682+266.6% | $3,880+342.3% | $6,710+155.8% |
| Admin fee / account holder | $19,534 | $4,244+360.3% | $3,068+536.7% | $11,403+71.3% |