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 | $264,475 | $90,600+191.9% | $79,464+232.8% | $135,375+95.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.34% | 977.43%-965.1pp | 718.14%-705.8pp | 519.73%-507.4pp |
| Employer contribution / active EE | $21,068 | $3,068+586.7% | $2,800+652.3% | $4,779+340.9% |
| Participant deferral / active EE | $12,770 | $4,050+215.3% | $3,704+244.8% | $5,609+127.7% |
| Admin fee / account holder | $1,106 | $5,907-81.3% | $5,113-78.4% | $10,827-89.8% |