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 | $456,411 | $102,616+344.8% | $81,983+456.7% | $158,922+187.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.68% | 61.04%-47.4pp | 41.31%-27.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $8,160 | $3,240+151.8% | $2,498+226.7% | $4,761+71.4% |
| Participant deferral / active EE | $6,500 | $4,648+39.8% | $3,722+74.6% | $5,982+8.7% |
| Admin fee / account holder | $1,297 | $8,235-84.2% | $5,664-77.1% | $11,246-88.5% |