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 | $657,363 | $158,398+315.0% | $126,539+419.5% | $142,382+361.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.12% | 593.76%-581.6pp | 425.95%-413.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $12,000 | $4,650+158.1% | $3,674+226.6% | $4,299+179.1% |
| Participant deferral / active EE | $31,000 | $4,767+550.3% | $4,083+659.3% | $6,507+376.4% |
| Admin fee / account holder | $7,779 | $6,918+12.4% | $6,065+28.3% | $12,624-38.4% |