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 | $454,659 | $160,055+184.1% | $140,016+224.7% | $135,375+235.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.19% | 911.38%-910.2pp | 651.12%-649.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $11,667 | $6,420+81.7% | $5,606+108.1% | $4,779+144.1% |
| Participant deferral / active EE | $22,167 | $7,642+190.1% | $6,927+220.0% | $5,609+295.2% |
| Admin fee / account holder | $8,315 | $13,328-37.6% | $10,705-22.3% | $10,827-23.2% |