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 | $284,794 | $105,998+168.7% | $92,233+208.8% | $147,584+93.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.35% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $12,354 | $4,333+185.1% | $3,679+235.8% | $4,876+153.3% |
| Participant deferral / active EE | $10,818 | $4,478+141.6% | $3,897+177.6% | $5,439+98.9% |
| Admin fee / account holder | $24,274 | $6,332+283.3% | $5,194+367.4% | $10,885+123.0% |