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 | $431,074 | $105,998+306.7% | $92,233+367.4% | $147,584+192.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.16% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $14,042 | $4,333+224.1% | $3,679+281.6% | $4,876+188.0% |
| Participant deferral / active EE | $12,307 | $4,478+174.8% | $3,897+215.8% | $5,439+126.3% |
| Admin fee / account holder | $6,507 | $6,332+2.8% | $5,194+25.3% | $10,885-40.2% |