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 | $254,318 | $81,632+211.5% | $70,449+261.0% | $158,922+60.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.98% | 208.40%-197.4pp | 109.03%-98.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $18,645 | $3,217+479.5% | $2,737+581.3% | $4,761+291.6% |
| Participant deferral / active EE | $11,107 | $4,554+143.9% | $3,709+199.5% | $5,982+85.7% |
| Admin fee / account holder | $11,878 | $6,193+91.8% | $3,845+208.9% | $11,246+5.6% |