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 | $388,946 | $105,181+269.8% | $159,436+144.0% | $85,850+353.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.65% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,821 | $3,318+75.4% | $4,829+20.5% | $2,565+126.9% |
| Participant deferral / active EE | $5,118 | $5,945-13.9% | $7,352-30.4% | $3,952+29.5% |
| Admin fee / account holder | $46,314 | $6,933+568.0% | $10,799+328.9% | $6,260+639.9% |