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 | $456,821 | $102,966+343.7% | $90,281+406.0% | $152,861+198.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.28% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $12,714 | $3,139+305.1% | $2,854+345.4% | $4,762+167.0% |
| Participant deferral / active EE | $15,161 | $4,281+254.1% | $3,885+290.2% | $5,850+159.2% |
| Admin fee / account holder | $5,668 | $6,171-8.1% | $5,351+5.9% | $11,596-51.1% |