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 | $343,652 | $180,028+90.9% | $138,135+148.8% | $158,922+116.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.89% | 21.68%-7.8pp | 20.51%-6.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $20,615 | $7,470+176.0% | $5,587+269.0% | $4,761+333.0% |
| Participant deferral / active EE | $12,324 | $7,717+59.7% | $6,431+91.6% | $5,982+106.0% |
| Admin fee / account holder | $142,306 | $17,912+694.5% | $11,856+1100.3% | $11,246+1165.4% |