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 | $365,120 | $63,346+476.4% | $92,233+295.9% | $70,131+420.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.91% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $13,918 | $2,471+463.2% | $3,679+278.3% | $2,342+494.2% |
| Participant deferral / active EE | $3,546 | $2,854+24.3% | $3,897-9.0% | $3,332+6.4% |
| Admin fee / account holder | $16,819 | $3,840+338.0% | $5,194+223.8% | $4,645+262.1% |