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 | $640,314 | $95,416+571.1% | $185,823+244.6% | $85,850+645.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.40% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,040 | $3,314-68.6% | $5,167-79.9% | $2,565-59.4% |
| Participant deferral / active EE | $19,054 | $3,423+456.6% | $5,568+242.2% | $3,952+382.2% |
| Admin fee / account holder | $2,980 | $7,213-58.7% | $16,237-81.6% | $6,260-52.4% |