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 | $540,713 | $136,179+297.1% | $98,755+447.5% | $167,490+222.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 15.19% | 67.53%-52.3pp | 49.91%-34.7pp | 478.56%-463.4pp |
| Employer contribution / active EE | $10,000 | $2,631+280.0% | $2,067+383.7% | $4,837+106.7% |
| Participant deferral / active EE | $9,500 | $3,716+155.7% | $3,035+213.0% | $6,341+49.8% |
| Admin fee / account holder | $14,680 | $5,031+191.8% | $4,076+260.1% | $12,309+19.3% |