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 | $493,403 | $96,635+410.6% | $86,612+469.7% | $139,434+253.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.98% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $18,267 | $3,263+459.8% | $3,022+504.4% | $4,751+284.5% |
| Participant deferral / active EE | $18,177 | $4,836+275.9% | $4,438+309.6% | $6,710+170.9% |
| Admin fee / account holder | $5,393 | $6,408-15.8% | $5,614-3.9% | $11,403-52.7% |