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 | $702,238 | $105,998+562.5% | $92,233+661.4% | $147,584+375.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,260 | $4,333+44.5% | $3,679+70.1% | $4,876+28.4% |
| Participant deferral / active EE | $14,000 | $4,478+212.7% | $3,897+259.3% | $5,439+157.4% |
| Admin fee / account holder | $178,982 | $6,332+2726.5% | $5,194+3346.2% | $10,885+1544.3% |