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 | $360,869 | $111,724+223.0% | $93,606+285.5% | $145,922+147.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.91% | 202.98%-184.1pp | 133.20%-114.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $21,437 | $3,090+593.8% | $2,420+785.9% | $4,660+360.1% |
| Participant deferral / active EE | $11,676 | $4,912+137.7% | $4,411+164.7% | $6,688+74.6% |
| Admin fee / account holder | $4,543 | $10,250-55.7% | $8,285-45.2% | $13,397-66.1% |