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 | $251,951 | $96,635+160.7% | $86,612+190.9% | $139,434+80.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.86% | 106.41%-89.6pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $14,566 | $3,263+346.4% | $3,022+381.9% | $4,751+206.6% |
| Participant deferral / active EE | $15,141 | $4,836+213.1% | $4,438+241.2% | $6,710+125.6% |
| Admin fee / account holder | $1,923 | $6,408-70.0% | $5,614-65.7% | $11,403-83.1% |