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 5-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 | $319,730 | $144,119+121.9% | $117,854+171.3% | $147,584+116.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.02% | 531.15%-521.1pp | 335.08%-325.1pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,149 | $4,896-56.1% | $3,786-43.2% | $4,876-55.9% |
| Participant deferral / active EE | $7,058 | $5,316+32.8% | $4,482+57.5% | $5,439+29.8% |
| Admin fee / account holder | $12,485 | $10,886+14.7% | $8,020+55.7% | $10,885+14.7% |