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 | $264,314 | $96,635+173.5% | $86,612+205.2% | $139,434+89.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.21% | 106.41%-95.2pp | 591.07%-579.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $25,390 | $3,263+678.1% | $3,022+740.0% | $4,751+434.4% |
| Participant deferral / active EE | $16,663 | $4,836+244.6% | $4,438+275.5% | $6,710+148.3% |
| Admin fee / account holder | $35,406 | $6,408+452.5% | $5,614+530.6% | $11,403+210.5% |