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 | $823,946 | $112,096+635.0% | $95,952+758.7% | $158,922+418.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.28% | 171.09%-149.8pp | 91.61%-70.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $21,426 | $3,198+570.0% | $2,541+743.2% | $4,761+350.0% |
| Participant deferral / active EE | $5,830 | $4,784+21.9% | $4,167+39.9% | $5,982-2.5% |
| Admin fee / account holder | $6,154 | $10,130-39.3% | $6,795-9.4% | $11,246-45.3% |