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 | $642,222 | $96,635+564.6% | $86,612+641.5% | $139,434+360.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.80% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $23,749 | $3,263+627.8% | $3,022+685.7% | $4,751+399.9% |
| Participant deferral / active EE | $13,636 | $4,836+182.0% | $4,438+207.3% | $6,710+103.2% |
| Admin fee / account holder | $14,015 | $6,408+118.7% | $5,614+149.6% | $11,403+22.9% |