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 | $289,779 | $84,696+242.1% | $75,696+282.8% | $167,490+73.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.90% | 199.36%-182.5pp | 104.53%-87.6pp | 478.56%-461.7pp |
| Employer contribution / active EE | $17,907 | $3,230+454.5% | $2,743+552.9% | $4,837+270.2% |
| Participant deferral / active EE | $5,969 | $4,580+30.3% | $3,821+56.2% | $6,341-5.9% |
| Admin fee / account holder | $1,001 | $5,355-81.3% | $3,619-72.3% | $12,309-91.9% |