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 | $278,457 | $102,382+172.0% | $147,005+89.4% | $80,874+244.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.04% | 134.89%-122.9pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $15,859 | $3,715+326.9% | $4,934+221.4% | $2,756+475.5% |
| Participant deferral / active EE | $9,811 | $6,646+47.6% | $8,070+21.6% | $4,297+128.3% |
| Admin fee / account holder | $18,056 | $7,942+127.3% | $13,006+38.8% | $6,935+160.3% |