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 6-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 | $289,944 | $96,484+200.5% | $75,886+282.1% | $152,861+89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.51% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $13,331 | $3,309+302.8% | $2,500+433.2% | $4,762+179.9% |
| Participant deferral / active EE | $17,241 | $4,553+278.7% | $3,603+378.5% | $5,850+194.7% |
| Admin fee / account holder | $31,564 | $8,078+290.7% | $5,418+482.5% | $11,596+172.2% |