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 | $385,833 | $105,998+264.0% | $92,233+318.3% | $147,584+161.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.22% | 50.05%-28.8pp | 176.28%-155.1pp | 578.55%-557.3pp |
| Employer contribution / active EE | $11,604 | $4,333+167.8% | $3,679+215.4% | $4,876+138.0% |
| Participant deferral / active EE | $5,332 | $4,478+19.1% | $3,897+36.8% | $5,439-2.0% |
| Admin fee / account holder | $1,250 | $6,332-80.3% | $5,194-75.9% | $10,885-88.5% |