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 | $671,850 | $96,635+595.2% | $86,612+675.7% | $139,434+381.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.15% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,171 | $3,263+89.1% | $3,022+104.2% | $4,751+29.9% |
| Participant deferral / active EE | $14,459 | $4,836+199.0% | $4,438+225.8% | $6,710+115.5% |
| Admin fee / account holder | $71,450 | $6,408+1015.1% | $5,614+1172.7% | $11,403+526.6% |