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 | $395,462 | $102,966+284.1% | $90,281+338.0% | $152,861+158.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.53% | 95.16%-74.6pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $18,682 | $3,139+495.2% | $2,854+554.5% | $4,762+292.3% |
| Participant deferral / active EE | $13,441 | $4,281+213.9% | $3,885+245.9% | $5,850+129.8% |
| Admin fee / account holder | $258,663 | $6,171+4091.8% | $5,351+4733.7% | $11,596+2130.5% |