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 | $319,061 | $105,998+201.0% | $92,233+245.9% | $147,584+116.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.67% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $26,815 | $4,333+518.9% | $3,679+628.8% | $4,876+449.9% |
| Participant deferral / active EE | $7,357 | $4,478+64.3% | $3,897+88.8% | $5,439+35.3% |
| Admin fee / account holder | $9,956 | $6,332+57.2% | $5,194+91.7% | $10,885-8.5% |