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 | $358,664 | $52,279+586.1% | $89,391+301.2% | $79,858+349.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 20.34% | 22.16%-1.8pp | 245.62%-225.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $11,247 | $1,572+615.7% | $2,586+335.0% | $2,471+355.2% |
| Participant deferral / active EE | $6,524 | $2,740+138.1% | $3,890+67.7% | $3,740+74.4% |
| Admin fee / account holder | $44,034 | $3,356+1212.0% | $4,881+802.1% | $5,306+729.9% |