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 | $281,623 | $102,966+173.5% | $90,281+211.9% | $152,861+84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.24% | 95.16%-74.9pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $9,257 | $3,139+194.9% | $2,854+224.3% | $4,762+94.4% |
| Participant deferral / active EE | $28,112 | $4,281+556.6% | $3,885+623.5% | $5,850+380.5% |
| Admin fee / account holder | $2,202 | $6,171-64.3% | $5,351-58.9% | $11,596-81.0% |