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 | $293,188 | $102,966+184.7% | $90,281+224.7% | $152,861+91.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.53% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $40,468 | $3,139+1189.3% | $2,854+1317.7% | $4,762+749.8% |
| Participant deferral / active EE | $22,000 | $4,281+413.8% | $3,885+466.2% | $5,850+276.1% |
| Admin fee / account holder | $1,296 | $6,171-79.0% | $5,351-75.8% | $11,596-88.8% |