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 | $417,245 | $150,197+177.8% | $120,368+246.6% | $145,959+185.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.52% | 154.26%-141.7pp | 107.26%-94.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $7,900 | $4,350+81.6% | $3,465+128.0% | $4,661+69.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $616 | $12,216-95.0% | $9,429-93.5% | $13,398-95.4% |