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 | $692,062 | $102,966+572.1% | $90,281+666.6% | $152,861+352.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.81% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $10,000 | $3,139+218.6% | $2,854+250.3% | $4,762+110.0% |
| Participant deferral / active EE | $8,697 | $4,281+103.1% | $3,885+123.8% | $5,850+48.7% |
| Admin fee / account holder | $4,115 | $6,171-33.3% | $5,351-23.1% | $11,596-64.5% |