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 | $701,593 | $105,998+561.9% | $92,233+660.7% | $147,584+375.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 50.05%-35.0pp | 176.28%-161.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,919 | $4,333-32.6% | $3,679-20.7% | $4,876-40.1% |
| Participant deferral / active EE | $5,224 | $4,478+16.7% | $3,897+34.1% | $5,439-3.9% |
| Admin fee / account holder | $14,514 | $6,332+129.2% | $5,194+179.5% | $10,885+33.3% |