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 | $277,125 | $105,998+161.4% | $92,233+200.5% | $147,584+87.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.92% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $10,622 | $4,333+145.1% | $3,679+188.7% | $4,876+117.8% |
| Participant deferral / active EE | $6,413 | $4,478+43.2% | $3,897+64.6% | $5,439+17.9% |
| Admin fee / account holder | $8,289 | $6,332+30.9% | $5,194+59.6% | $10,885-23.8% |