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 | $293,446 | $96,635+203.7% | $86,612+238.8% | $139,434+110.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.75% | 106.41%-92.7pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $26,964 | $3,263+726.4% | $3,022+792.1% | $4,751+467.6% |
| Participant deferral / active EE | $25,142 | $4,836+419.9% | $4,438+466.6% | $6,710+274.7% |
| Admin fee / account holder | $93,052 | $6,408+1352.2% | $5,614+1557.4% | $11,403+716.1% |