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 | $314,761 | $105,181+199.3% | $159,436+97.4% | $85,850+266.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.87% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $4,379 | $3,318+32.0% | $4,829-9.3% | $2,565+70.7% |
| Participant deferral / active EE | $9,231 | $5,945+55.3% | $7,352+25.6% | $3,952+133.6% |
| Admin fee / account holder | $7,398 | $6,933+6.7% | $10,799-31.5% | $6,260+18.2% |