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 | $426,632 | $105,181+305.6% | $159,436+167.6% | $85,850+397.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.22% | 45.07%-31.9pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $10,000 | $3,318+201.4% | $4,829+107.1% | $2,565+289.8% |
| Participant deferral / active EE | $7,500 | $5,945+26.2% | $7,352+2.0% | $3,952+89.8% |
| Admin fee / account holder | $11,094 | $6,933+60.0% | $10,799+2.7% | $6,260+77.2% |