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 | $716,106 | $96,635+641.0% | $86,612+726.8% | $139,434+413.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.41% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $28,781 | $3,263+782.0% | $3,022+852.2% | $4,751+505.8% |
| Participant deferral / active EE | $6,488 | $4,836+34.2% | $4,438+46.2% | $6,710-3.3% |
| Admin fee / account holder | $3,577 | $6,408-44.2% | $5,614-36.3% | $11,403-68.6% |