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 3-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 | $378,142 | $108,919+247.2% | $100,391+276.7% | $145,922+159.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,425 | $4,419-45.1% | $3,942-38.5% | $4,660-48.0% |
| Participant deferral / active EE | $7,543 | $8,445-10.7% | $8,082-6.7% | $6,688+12.8% |
| Admin fee / account holder | $49,758 | $9,689+413.6% | $7,899+529.9% | $13,397+271.4% |