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 | $386,736 | $96,635+300.2% | $86,612+346.5% | $139,434+177.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.74% | 106.41%-88.7pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $13,254 | $3,263+306.2% | $3,022+338.5% | $4,751+179.0% |
| Participant deferral / active EE | $12,542 | $4,836+159.3% | $4,438+182.6% | $6,710+86.9% |
| Admin fee / account holder | $4,494 | $6,408-29.9% | $5,614-20.0% | $11,403-60.6% |